Broker Check

Management Fee Schedule

Quarterly performance is reported to all clients net of all fees and expenses.

*Billed Quarterly in arrears.  Management fee includes investment advice, asset allocation, daily portfolio management, and quarterly portfolio measurement and reports. Management fee does not include transaction charges. Management fee includes investment advice, asset allocation, daily portfolio management, and quarterly portfolio measurement and reports. Management fee does not include transaction charges.

MANAGEMENT PLUS PORTFOLIO*

Annual Fee:  Negotiated

*Billed quarterly in arrears.  Management fee includes transaction charges, investment advice, asset allocation, daily portfolio management, and quarterly portfolio measurement and reports.

Negotiated Rate _____%