Pricing Breakdowns

  • $0 - $500,000

    Cost = 0.90%

    Includes investment management + all services

  • $500,001 - $1 million

    Cost = 0.75%

    includes investment management + all services

  • $1,000,001 - $5,000,000

    Cost = 0.50%

    Includes investment management + all services

  • Greater than $5 million

    Cost = negotiable

    Includes investment management + all services

Annual cost shown
Billed quarterly based on average daily balance method of prior quarter
Total cost is weighted average of tier

Example:
$2,000,000 = 500,000 (0.009) + 499,999 (0.0075) + 999,999 (0.005)
4,500 + 3,750 + 5,000 = 13,250 / 4 = $3,312 per quarter