Cost

Our relationship minimum for new introductions is $350,000. The purpose of the “account minimum” practice is so we can continue providing our current clients with the highest levels of service and attention.

 

Below the table is prorated.

Example: annual cost for a relationships with $2,000,000 would be $18,374.

Asset Range Cost
$350,000 $800,000 1%
$800,001 $1,150,000 0.90%
$1,150,001 $2,000,000 0.85%
$2,000,001 $10,000,000 0.80%
$10,000,000 Negotiable