Lower Fees
Our fee structure is listed below and is based upon the amount of assets held in the account and the type of portfolio you are invested in.Lower fees mean more return for you
We only offer a “fee-only” structure and not one based on commissioned transactions. Our job is to manage your investments, not sell you the next “hot” investment product or idea.
Our fee structure is listed below and is based upon the amount of assets held in the account and the type of portfolio you are invested in. Fees are assessed monthly, in arrears, and are changed directly to the account.
Current Income Portfolio:
Amount of Assets
$5,000 – $249,000
$250,000 – $999,999
$1,000,000 and above
Annual Fee
.30 of 1% (30 basis points)
.25 of 1% (25 basis points)
.20 of 1% (20 basis points)
Balanced Portfolio:
Amount of Assets
$5,000 – $249,000
$250,000 – $999,999
$1,000,000 and above
Annual Fee
.45 of 1% (45 basis points)
.40 of 1% (40 basis points)
.35 of 1% (35 basis points)
Growth Portfolio:
Amount of Assets
$5,000 – $249,000
$250,000 – $999,999
$1,000,000 and above
Annual Fee
.65 of 1% (65 basis points)
.50 of 1% (50 basis points)
.40 of 1% (40 basis points)
Example of fee charge:
Example of fee charge:
Fee schedule:
Ending statement balance:
Calculation:
Annual Fee
Growth ($5,000 – $249,000) .65 of 1% (65 basis points) yearly
$150,000
$150,0000 X .65% = $975 for a yearly fee. (To get to a monthly fee, need to divide the $975 by 12) $975 / 12 = $81.25
The total monthly fee, for the month that just ended, is $81.25. This amount will be charged to the account the following month.
1400 Main Street, #243
Clarksville, IN 47129
1-812-205-2191
[email protected]
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