We believe strongly in transparency within our work, and because of that we’re happy to list our fees on our site. If you have any questions, please get in touch. 

Some important things to note about our fees:

  • We bill quarterly in advance, based on the investable assets we manage. 

  • Because our fees aren't tiered, once your assets reach a new level, our fees will be lowered accordingly. 

  • We are registered investment advisers, and as such we are only compensated by the fees below. We do not accept funds from outside sources, or engage in revenue sharing with mutual fund companies.


Fee Schedule

Asset Level Fees (%)
$1,000,000 – $2,999,999 1.00%
$3,000,000 – 4,999,999 0.75%
$5,000,000 – $9,999,999 0.60%
$10,000,000+ 0.50%

It’s unwise to pay too much, but it’s worse to pay too little. When you pay too much, you lose a little money – that’s all. When you pay too little, you sometimes lose everything, because the thing you bought was incapable of doing the thing it was bought to do.

The common law of business balance prohibits paying a little and getting a lot— it can’t be done. If you deal with the lowest bidder, it is well to add something for the risk you run and if you do that you will have enough to pay for something better.

– John Ruskin