$250,000 - $500,000. 1.35%
$500,000 - $1,000,000: 1.25%
$1,000,000 - $2,000,000: 1.05%
$2,000,001 and up: .95%
Minimum account value per individual client or family $250,000.
Our Wealth Management fees are based on the dollar value of your assets under our management, and apply to a general Balanced Portfolio Investor Profile. Other investor profiles may incur different fees. We welcome all prospective clients: