Richard Dombrowski

Rigden Capital Strategies offers investment management services with fees based on the amount of your portfolio. The fees vary depending on whether your account is held at Charles Schwab/Apex Clearing or Betterment Securities.

For accounts held at Charles Schwab & Co. and Apex Clearing Corporation:

• Up to $999,999: 1.1% per year
• $1,000,000 to $2,999,999: 1.0% per year
• $3,000,000 to $4,999,999: 0.90% per year
• $5,000,000 and Over: 0.80% per year

For accounts held at Betterment Securities:

• First $1,000,000: 1.1% per year
• Next $2,000,000: 1.0% per year
• Next $2,000,000: 0.90% per year
• Amounts over $5,000,000: 0.80% per year

These fees are negotiable. If Rigden Capital Strategies uses a sub-advisor, you will not pay any additional fees.