Fees

Fees

Our fees for separately managing concentrated portfolios of younger company stocks are:

1.0% on the first $5 million
0.8% thereafter

Our minimum fee is $10,000 annually.
For those clients who wish us to ‘monitor’ their holdings of no-load mutual funds, existing low-cost basis equities, high quality debt securities, and cash equivalents, we generally charge a nominal fee of 0.10%, subject to our minimum fee requirement.