Services & Fees

Investment management

We manage investment accounts for our clients.  The accounts may be personal, trust, IRA, 401(k), 529 plan, or other accounts.  They are held at third-party custodians; and we make investment purchases and sales on clients' behalf through these accounts.  Our approach is tailored to fit each individual client's needs.  The annual fees for separately-managed accounts range from 0.5% to 2% of asset-under-management (AUM), depending on the size and complexity of the account.  There is a minimum annual fee of $500, which may be waived at the company's discretion.