Scott Taylor

Teckmeyer Financial Services charges a fee based on the total value of your portfolio. The fee percentage depends on the size of your investment and is negotiable within specific ranges:

• $25,000 to $250,000 — 0.50% to 2.75% per year
• $250,001 to $500,000 — 0.50% to 2.50% per year
• $500,001 to $1,000,000 — 0.50% to 2.25% per year
• $1,000,001 to $2,000,000 — 0.45% to 2.00% per year
• $2,000,001 to $3,000,000 — 0.40% to 1.75% per year
• $3,000,001 to $5,000,000 — 0.30% to 1.50% per year
• $5,000,001 to $10,000,000 — 0.20% to 1.25% per year
• Over $10,000,000 — Fully negotiable

Fees are paid in advance each quarter, and a portion of the fee (up to 0.50%) is retained by the custodian for execution and administrative services.