Donald Conrad

Conrad Capital Management's fee for money management and concierge services is based on a percentage of the assets they manage, billed quarterly.

Here's the fee schedule for money management and concierge services:

• $100,000 - $999,999: 2.00% per year
• $1,000,000 - $1,999,999: 1.50% per year
• $2,000,000 - $4,999,999: 1.00% per year
• $5,000,000 - $7,499,999: 0.90% per year
• $7,500,000 - $9,999,999: 0.80% per year
• $10,000,000 and above: 0.75% per year
• Concierge Services: 0.10 - 0.25% per year (in addition to money management fee)

For portfolios primarily in fixed income, the fee schedule is:

• $250,000 - $999,999: 0.65% per year
• $1,000,000 - $4,999,999: 0.50% per year
• $5,000,000 - $9,999,999: 0.40% per year
• $10,000,000 and greater: Negotiable