Allan Malina

Servus Capital Management offers several investment platforms with different fee structures:

• ETF Platform:
  • Less than $2 million: 1.25% per year
  • $2 million but less than $5 million: 1.00% per year
  • $5 million but less than $10 million: 1.00% per year
  • $10 million but less than $25 million: 0.75% per year
  • $25 million and above: Custom Pricing
• Asset Parking Service:
  • Less than $2 million: 0.50% per year
  • $2 million but less than $5 million: 0.40% per year
  • $5 million but less than $10 million: 0.30% per year
  • $10 million but less than $25 million: 0.25% per year
  • $25 million and above: Custom Pricing
• Quantitative Portfolio Management:
  • Up to $10 Million: 3.00% per year
  • $10 Million and over: 2.5% per year
• Mutual Fund Platform (Not Recommended):
  • Less than $2 million: 1.50% per year
  • $2 million but less than $5 million: 1.50% per year
  • $5 million but less than $10 million: 1.50% per year
  • $10 million but less than $25 million: 1.50% per year
  • $25 million and above: 1.50% per year

Fees are negotiable and multiple accounts may be combined for fee calculation purposes. They do not charge a minimum account fee, annual fee, inactivity fee, or low balance fee.