Fee Schedules For Business Owners & Individuals

Business Owners

Deductible Flat Fee $9,500/year OR $833/month

Asset Management Fee

Less than $250,000 1.25%
$250,000 to $1 million 1.00%
$1-3 million 0.90%
$3-5 million 0.75%
$5-10 million 0.60%
More than $10 million 0.50%

Individual Clients

Less than $250,000 1.25%
$250,000 to $1 million 1.00%
$1-3 million 0.90%
$3-5 million 0.75%
$5-10 million 0.60%
More than $10 million 0.50%

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