Wealth Management encompasses investment management services and financial planning services to clients.
$0 - $1,000,000................................................................1.00%
$1,000,001 - $2,000,000..................................................0.90%
$2,000,001 - $5,000,000..................................................0.80%
$5,000,001 - $10,000,000................................................0.70%
$10,000,000 and above...................................................TBD
Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. Please see our Form ADV in the footer for more details.
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