Portfolio Management

For those who prefer a hands off approach, we offer portfolio management. We place trades in your account on your behalf, according to your investment objectives and monitor your holdings over time. Fees are automatically withdrawn from the brokerage account every three months, according to the value of the portfolio at the beginning of each quarter.

Fee Schedule

Client Assets under Management Annual Fee Percentage
$0 - $25,000 1.5%
> $25,000 1.0%


The Custody Rule was passed to protect clients from “unscrupulous investment advisors.” Our clients will rest easier knowing that their investments are safely held by a qualified custodian – which is just their regular brokerage company.