Investment Advisory
Investment Portfolio Selection, Monitoring and Reporting Service:
Includes investment selection, monitoring, management, and execution. Quarterly newsletter and portfolio performance updates, annual reporting and meeting, Investment Policy review and investment tax report, and telephone consultations throughout the year.
Fee Schedule
| Asset Value: |
Annual Fee: |
| First $1,000,000 |
0.75% |
| Next $1,000,000 |
0.65% |
| Next $1,000,000 |
0.50% |
| Next $1,000,000 |
0.40% |
| Above $4,000,000 |
0.30% |
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