Wealth Management Fees
We offer our Wealth Management services under a Fixed Annual Fee arrangement. Fees are reviewed annually and billed quarterly in arrears. Our new client minimum fee is $10,000, and our minimum annual fee is $5,000 for Wealth Management services. The Fixed Annual Fee is calculated using the value of your Assets Under Management (AUM) at the end of the previous month, and the fee is rounded down to the nearest $1,000.