Our Fees
To build the level of trust that ensures long-term client relationships, an advisor must charge a management fee that is reasonable. To us, this is an inherent part of responsible financial stewardship. Charging a relatively low fee aligns our interest squarely with the long-term interests of our clients. We then make a reasonable profit only when we have served our clients well over time.
Management fees are paid quarterly, in advance of services, and are structured specifically to ensure conformity with the interests and purposes of our clients. Fees on equity accounts are 1 percent of the first $3 million of investment assets and 0.75 percent for the remaining investment assets. Fees on balanced accounts can either follow that formula or be reflected in an equivalent flat fee. In the event that an account should cancel our services when a portion of the fee remains unearned, that portion is returned to the client.
