Fees
Fee tiers decrease as accounts grow either by deposit or investment growth. Further, we allow clients to benefit from householding accounts. This means that accounts may be added together in order to gain breakpoint pricing.
All fees are billed quarterly in arrears and assets that are invested or withdrawn mid-quarter are billed pro rata. Management fees are computed as set forth below:
Read further for a description of our program benefits, our marketing materials, the forms we require, as well as our disclosure statement.