Our fees are fair, competitive, transparent and all-inclusive
(Calculated and deducted monthly)
Investment Management & Fiduciary Services for Trusts, Investment Portfolios and IRAs (Traditional, Roth, Inherited)
1% of the market value of the first $1,000,000
0.65% of the next $500,000
0.55% of the next $500,000
0.45% of the next $500,000
0.40% of the balance
How are fees calculated?
Because our goal is to attract and maintain long-term family relationships, fees are calculated on the combined market value of accounts held by/for the benefit of related family members.
We conduct an account services evaluation before we accept a new relationship to assure that the services likely to be required will fit within our comprehensive services structure. We reserve the option to assess additional charges for extraordinary services or may decline to accept a relationship that will require extraordinary services.
Services that may not fall under our standard fee structure
The following services may have a different fee structure than noted in the Annual Fees section.