James Kieffer

Rational Frontier Advisors charges a fee based on the value of your investments. The fee is calculated as follows for stocks and fixed income:

• First $50,000: $1,000 plus 1.00% of the amount over $1
• $50,001 - $500,000: $1,500 plus 0.50% of the amount over $50,001
• $500,001 - $5,000,000: $4,000 plus 0.25% of the amount over $500,001
• $5,000,001 - $10,000,000: $16,500 plus 0.20% of the amount over $5,000,001
• Over $10,000,000: $36,500 plus 0.10% of the amount over $10,000,000

For derivative instruments, the fees are:

• First $50,000: $2,500 plus 2.50% of the amount over $1
• $50,001 - $500,000: $3,750 plus 2.25% of the amount over $50,001
• $500,001 - $5,000,000: $15,000 plus 2.00% of the amount over $500,001
• $5,000,001 - $10,000,000: $115,500 plus 1.75% of the amount over $5,000,001
• Over $10,000,000: $290,000 plus 1.50% of the amount over $10,000,000

These fees are negotiable.