Our Fees

Our investment management fees start at less than 1% annually and drop from there. If you shop around you may find our 0.8% fee attractive for a globally diversified portfolio featuring dividend-paying stocks, closed-end funds, and individual government and corporate bonds.

And since the portfolios we manage are focused on individual securities, fund level expenses that can amount to an additional 1% or more at other firms, are minimized for our clients.

Finally, none of the investments we purchase for clients generate referral income to our firm.

Portfolio Fee Schedule:*

*The fees appearing above do not include fees and expenses that may be charged by the account custodian. These include, but are not limited to, commissions, bid/ask spreads, transaction fees, redemption and short-term trading fees, and account maintenance fees.