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Fees

 
 

INDIVIDUAL ACCOUNTS

  • 1.00% on portion up to $1,500,000

  • 0.75% on portion over $1,500,000

  • 0.40% on portion over $5,000,000

  • 0.25% on portion over $10,000,000

*In general, we charge a minimum annual fee of $5,000.

INSTITUTIONAL ACCOUNTS

  • 0.75% on portion up to $1,500,000

  • 0.50% on portion over $1,500,000

  • 0.35% on portion over $5,000,000

  • 0.25% on portion over $10,000,000