Fees

Investment Management Fees are Modest

Fees for personal investment management, financial consulting and investment research services are reasonable and modest. Portfolio and investment management fees for stock accounts are computed as a percentage of total assets (securities and cash) under management, payable quarterly, with a $500 minimum annual fee. Under certain circumstances, professional investment management fees may be deductible for income-tax purposes. Clients may terminate the arrangement following agreed upon notice and satisfaction of the fee arrangement.

Fees
Up to and including $750,000 1 ¼%
From $750,001 up to and including $100,000,000 1%
From $100,000,001 to $500,000,000 7/8%
Above $500,000,000 ¾%