Fee Schedule and Account Minimums
Stock Portfolios
Minimum Account:
$100,000
Fees:
1.2% per year, first $2,000,000
1.0% per year, over $2,000,000
Asset Allocation Portfolios
Minimum account:
$75,000
Fees:
.80% per year for first $2,000,000
.70% per year over $2,000,000
High Dividend Portfolios
Minimum account:
$100,000
Fees:
1.0% per year for first $2,000,000
.80% per year over $2,000,000
No hidden fees Lower expenses than many investment advisors
Half the cost of using an advisor who uses only mutual funds
