| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Investment Management fee can be influenced by several factors and may change. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Linda receives royalties from a book she wrote in 2004 about investment policy statements. She also serves as a trustee for the History Miami Endowment Committee, dedicating minimal time each week to selecting investment managers for the endowment funds.