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Advisory Fees

Advisory Fees

Individual and families have unique needs and goals, and our advice is based on your personal financial situation, goals and risk tolerance.

Assets Under Management Annual Fees
$0 - $249,999 1.30%
$250,000 - $499,999 1.20%
$500,000 - $999,999 1.10%
$1,000,000 - $1,499,999 0.95%
$1,500,000 - $2,499,999 0.85%
$2,500,000 - $4,499,999 0.75%
$5,000,000 - $9,999,999 0.65%
$10,000,000 - and Over 0.55%

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