We make every decision based solely on how it serves your best interest.

 
ADVISORY
WRAP

ADVISORY

Our Annual fees for wealth management are charged as a percentage of assets under management. Fees are charged monthly in advance.

Total Assets Under Management Annual Fees
$25,000 - $249,000 1.50%
$250,000 - $999,999 1.25%
$1,000,000 - $4,999,999 1.00%
$5,000,000 And Up .85%

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