My fees and account size minimum
My tiered fee and account size minimum
I am transparent in how I'm compensated for my work. The minimum account size I will manage is $200,000 for young professionals. Financial planning is included in my tiered fee schedule:
up to $250,000
$250,000.01 - $500,000
$500,000.01- $1,000,000
$1,000,000.01- $2,000,000
$2,000,000.01 and above
1.25% fee (annual rate)
1.15% fee (annual rate)
1.00% fee (annual rate)
0.90% fee (annual rate)
0.75% fee (annual rate)
I intend to be forthright in how I am paid for my work, so please feel comfortable to ask any compensation questions remaining.