Emily Dyer-Wolfe

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.