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How We Charge For Our Services
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401-k Rollover Assistance
- 1.00 to 1.50 percent of investments purchased
Tiered Fee Schedule for Private Client Accounts**:
First $1 million - 1.25%
Next $4 million - 1.125%
Over $5 million - 1.0%
Accounts under $500,000 - 1.5%
**Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.
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401k Plans
- 1.00 to 1.50 percent of investments purchased
Tiered Fee Schedule for Private Client Accounts**:
First $1 million - 1.25%
Next $4 million - 1.125%
Over $5 million - 1.0%
Accounts under $500,000 - 1.5%
**Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.
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Financial Advisors - Stocks & Bonds
- 1.00 to 1.50 percent of investment purchased
Tiered Fee Schedule for Private Client Accounts**:
First $1 million - 1.25%
Next $4 million - 1.125%
Over $5 million - 1.0%
Accounts under $500,000 - 1.5%
**Fee schedule applies to US Private Client only. Some fixed income-only accounts may be subject to a different fee schedule.
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