Since the quarterly management fee is calculated as a percentage of the value of your accounts, we have a strong financial incentive to perform well for you.

When you make more money, we make more money.

The quarterly management fee is straightforward and competitive.  The quarterly fee is 0.25% (one-fourth of 1 percent) of the assets managed.

The fee is deductible for most existing clients who itemize their deductions.  Deducting your management fee on your tax return considerably lowers your management costs.  Check with your tax advisor.

Taxes