Our flat annual fee schedule is scalable and is based on the detailed scope of services required.
Level One
Direct Access TAMP – ranges from $1,000 to $3,000 annually
Level Two
Portfolio Design and Management – ranges from $3,000 to $4,000 annually
Level Three
Level Two services plus utilization and access to private funds – $5,000 annually
Level Four
Level Three services plus additional investment strategies and additional larger scope of customization – ranges from $5,000 to $10,000 annually
Please contact us to receive more information