Affordable Fees

Our fees parallel ordinary no-load mutual funds that charge 0.75% to 2% of the assets under management each year.  Our fee arrangement with clients includes:

Client fees are payable quarterly in advance.

Fees are computed on the market value of your account including cash at the beginning of each three-month period consistent with or next following the date you opened your account.  They will be directly charged to your account.

Any unearned fee will be refunded if you terminate your account before the end of this quarterly period.

We perform other administrative chores including conferences with your lawyer and accountant on tax and other matters when appropriate.

If you need to draw cash from your portfolio, we'll tell you how best to liquidate some of your holdings.