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For those clients that have accumulated some savings but life and busy careers don't allow for time to focus on the next steps of family wealth creation, we can manage your entire asset portfolio, giving you a "hands off" path to retirement. While we require an account minimum of $150,000, we would still hope to discuss your plans to grow your portfolio regardless of its size. For Asset Management, the most we charge is an annual fee of 0.75% of assets, with a reduction in fees as your assets grow. Our fees can be deducted either monthly or quarterly.

Asset Management Fee Structure
Total Assets Under Management
Annual Fee
$0 - $1,000,000
Next $1,500,000
Next $2,500,000
Assets above $5,000,000

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