For those with $250,000 or more in assets under management, a blended fee structure applies:

Up to $2,000,000 – 1%

$2,000,001-$4,000,000 – 0.50%

$4,000,001 and up – 0.25%

For those with less than $250,000 in assets under management, the following fees apply:

Initial fee + monthly retainer of $200-$500, based on complexity

*Asset management is not required but is included in this service