Wealth Management Fees
Our advisory fees are based upon assets under management (AUM) and include personal planning support. Minimum Investment is $500,000 *
1.1% First $500,000
1% Next $500,000
.9% Next $1,000,000
.8% Next $1,000,000
.7% Over $3,000,000
Advisory fees include personal planning support. Advisory fees to not include platform fees, manager fees, or investment expenses. Different fee schedules apply to accounts less than $500,000 and SDBA Management Solutions.
