Our Fees

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            Fees are based on a percentage of assets managed. Billing is quarterly or semi-annually in arrears, based on account values at each period’s end. Fees are paid directly from client accounts, except for clients who only have retirement accounts, in which case it is sometimes recommended that payment by check could be advantageous for those clients. Sometimes clients choose to pay by check, regardless of the types of accounts they have.

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.85% per year for the first $1,000,000 under management

.70% per year for the next $1,000,000

.50% per year for the next $3,000,000

.40% per year for the next $20,000,000

.375% per year for the next $25,000,000

.350% per year for amounts over $50,000,000

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.50% per year for mutual fund portfolios

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Minimum account size:  $500,000             Minimum annual fee:  $4,250

Fees are negotiated in special circumstances