Fees and Services

This published or standard fee schedule will be applied to all new accounts with investment management responsibilities. Larger accounts, or accounts which require extraordinary time or service commitments, may require adjustments to this published fee schedule.

Irrevocable trusts will be charged a separate fee for the preparation and filing of fiduciary income tax returns and K-1 Forms.

  • 1.21% of market value on the first $500,000
  • 1.045% of market value on the next $500,000
  • 0.825% of market value on the next $1,000,000
  • 0.605% of market value in excess of $2,000,000

Accounts are subject to a minimum annual fee of $4,400