Fees are charged on a monthly basis.
No. We prorate our fee and will charge you on a monthly basis.
For accounts $100,000 and over, we have one flat advisory fee of 0.87%. For accounts under $100,000, we charge a single annual fee of $1,000, prorated on a monthly basis.
For more information on how we think about fees, transparency, and our duty to act in your best interest, please review our manifesto on fees.