Broker Check

Advisory Fee Schedule For Next Level Investor

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.