Let professional investment management work for you, with a diversified portfolio built around your specific goals and designed to maximize returns using low-fee funds. By partnering with us, you benefit from expert guidance, continuous monitoring, and a strategy tailored to your evolving financial needs.
Annual management fees are as follows:
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$0-$250,00: 0.96%
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$250,001-$1,000,000: 0.84%
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$1,000,001-$2,000,001: 0.72%
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$2,000,000-$5,000,000: .60%
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$5,000,001+: 0.48%