We charge a percentage of the assets we manage for you per the following scale. Here are the services we provide for our fee:

Complete confidentiality Development of personalized investment portfolio Portfolio re-balancing Monthly account statements Ongoing Account reviews in person or via telephone Regular review of account holdings by independent advisor Recommended asset repositioning as appropriate 24 hour access to account information via internet Annual account summary for tax reporting Consolidated account reporting showing all assets simultaneously Access to high quality independent stock and mutual fund research Access to Alternative Investments Ongoing income tax reduction planning (with CPA) Estate Analysis and Document review (with Attorney) Personal access to your own independent Investment Advisor Retirement Planning Simplification of estate settlement for heirs

	Up to $999,999 1.00% $1,000,000-$1,999,999 .85% $2,000,000-$3,999,999 .75% $4,000,000-$6,999,999 .50% $7,000,000-$9,999,999 .30% $10,000,000-$14,999,999 .20% $15,000,000 and above .10%

The fee may be tax deductible and is billed in advance quarterly. It’s calculated in increments as illustrated. Money managers we hire for your benefit may charge separate fees. However, all fees are reviewed with you prior to taking any action. Minimum annual retainer is $7,500