We work best with families who have at least $250,000 of investable assets; financial planning and investment management services are provided as a package at the following fee schedule:
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Investable Assets | Fee |
|---|---|
| $250,000 to $1,000,000 | 1.00% |
$1,000,000 to $3,000,000 | 0.80% |
| $3,000,000 - $5,000,000 | 0.70% |
Over $5,000,000 | 0.60% |