Fees

Our fees are based on the amount of your assets under management, increasing only as your wealth does.  We have no built-in conflicts of interest.  We have no product to sell, nor do we profit from stock trades.

Our annual fee for these services will be charged at the following rates:

ANNUAL RATES EXAMPLES
Type of
Account		 Percentage
Rates		 Assets Under
Management		 Size of Account Annual
Fee
STOCK 1.25% on the first
0.90% on the next
Negotiable above		 $   500,000
4,500,000
5,000,000		 $   300,000
700,000
1,200,000		 $  3,750
8,050
12,550
BALANCED 1.00% on the first
0.75% on the next
Negotiable above		 $   500,000
4,500,000
5,000,000		 $   300,000
700,000
1,200,000		 $  3,000
6,500
10,250
BOND 0.75% on the first
0.56% on the next
Negotiable above		 $   500,000
4,500,000
5,000,000		 $   300,000
700,000
1,200,000		 $  2,250
4,870
7,670
MUTUAL
FUND
(Selection & Monitoring)		 0.50% on the first
Negotiable above
(Minimum fee:  $500 per year)		 $ 5,000,000
5,000,000

 $   50,000
200,000

 $   500
1,000