What are IAMs fees and how are they charged?
Unlike many brokerage firms, we do not charge on a commission basis because we feel that this type of compensation pays a broker to trade their clients account instead of paying him or her to build the clients wealth. We charge an on-going management fee based upon assets under management, this means that our compensation increases as your account grows and decreases if it shrinks. For U.S. residents with portfolios larger than $1,000,000, or for non-U.S. residents, a performance-based compensation structure that further aligns our interests with yours is available if desired. IAMs fees vary depending upon the level of service and the size of the account under management. The fees for our Portfolio Management service range from 1% to 2% of assets under management per year. For our Portfolio Advisory service, the fees are 1% of assets under management per year with a minimum fee of $1000 per year. For our Portfolio Analysis service, we charge a one-time fee of between $300 and $2000 dep
