Our Process and Fee Schedule

Our Process:

Fees:

Advisor Management Fees (as a annual % of assets managed, deducted from account monthly):

• First $500,000, 1.00%
• Next $500,000, 0.85%
• Next $Million, 0.75%
• Next $2 Million, 0.60%
• Next $4 Million, 0.50%
• Above $8 Million, Custom

Management includes planning, ongoing reviews, monitoring, guidance, tax planning & efficiency, rebalancing, collaboration with other professionals, and servicing of accounts.