Fees
Our fee's are calculated based on the below tiers.
|
AUM ($)
|
Advisor Fee (%)
|
Folio Fee (%)
|
Total Fee (%)
|
|
0 – 100,000
|
0
|
25
|
.25
|
|
100,000.01 – 500,000
|
.90
|
.25
|
1.15
|
|
500,000.01 – 1,000,000
|
.80
|
.20
|
1.00
|
|
1,000,000.01 – 3,000,000
|
.70
|
.15
|
.85
|
|
3,000,000.01 – UP
|
.65
|
.10
|
.75
|
Please Contact Us to learn more.
