Fee schedule

For discretionary accounts, the fee schedule below is applied to the total market value of all assets held at the end of each calendar quarter. The minimum account size and minimum fee for a discretionary account is $1,000,000 and $12,500 respectively.

  • 1.25% per annum on the first $1 million
  • 1.00% per annum on the next $2 million
  • 0.75% per annum on the next $2 million
  • 0.50% per annum on the next $5 million
  • Over $10 million is negotiable