Advisory Services & Fees

Advisory fees are based on a percentage of the assets under management. Fees are payable on a quarterly basis in advance based on the market value of the assets under management at the end of the preceding quarter. Most clients choose to have the management fee deducted directly from the investment account; however, you may choose to be direct billed if you prefer.

Minimum Account Balance: Our minimum opening account balance is currently $600,000 in cash or securities. Existing clients may open additional accounts with a minimum of $250,000. Call our office at 1-800-790-5001 for more information.