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What is the minimum account size you accept, and the management fees?

April 26, 2017account fees Management minimum size

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What is the minimum account size you accept, and the management fees?

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Posted

$250,000 is the minimum account size we manage in aggregate. In order to reach the minimum, multiple accounts can be opened on you and your family’s behalf. They can be comprised of personal and retirement accounts. Our management fee ranges between 1.00% to 2.00%, depending on asset size and other guidelines. Our fees can be negotiable. Click here to view our fee schedule.