Investment management and financial planning are complimentary disciplines – together they are powerful tools designed to help you minimize risk and enhance the likelihood of achieving your personal and financial goals

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500