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What will I pay for your investment management services?

Our minimum annual investment management portfolio fee is $15,000. We monitor assets held in taxable accounts, as well as assets in tax-deferred accounts, such as IRAs and company retirement plans. Our fees range from .50% to 1.00% annually, depending upon the size of the portfolio. Clients receive an itemized statement of fees on a quarterly basis, and fees are based on the value in the account on the last day of each quarter. Following the client’s receipt of our quarterly billing notice, fees are deducted from client accounts.

Fees for management of portfolios with less than our investment minimum are assessed according to the minimum portfolio value. Our fees are as follows:

Value of Assets Annual Fee
Less than $2 million 1.00%
$2 – 5 million .80%
$5 – 10 million .70%
$10 – 25 million .60%
over $25 million .50%
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Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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