Isaac Wentz

Hunter Lewis charges a fixed dollar fee rather than a percentage of your portfolio. The firm sets this fee individually for each client, but it has never exceeded 0.4% (or four-tenths of one percent) of initial or contributed investment capital per year.

Key details about the fee structure include:

• Fixed Annual Fee: The fee is calculated as a fixed dollar amount, billed in arrears usually on a quarterly basis.
• Cost Cap Goal: The firm's goal is to keep its initial fee at or under 0.4% of your invested assets, and total client investment costs below 1%.
• Fee Adjustments: The fixed dollar fee may increase by up to 5% per year with prior notice. If you add capital, the fee increases by up to 0.4% of the added amount. If you make a capital withdrawal exceeding 10% of your original or contributed assets in a given year, the fee is adjusted downward.
• Separate Costs: You will pay your own brokerage, custody, and return calculation fees to third-party providers in addition to the firm's fee.