Farmstead Investment Management provides portfolio management services tailored to each client's individual needs. Taking into consideration the client’s financial circumstances, goals and risk tolerance, Farmstead Investment Management provides the client with a customized investment plan and selects and allocates securities appropriate to the client’s unique needs. Fees are charged on a sliding scale based on the amount of assets managed. All accounts in a single household are aggregated to determine the rates at which fees are charged.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3K | 2.00% |
| $3K - $5K | 1.50% |
| $5K - $50K | 1.25% |
| $50K - $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
If a family’s total assets under management falls below $37,500, an additional $15 per account per quarter may be assessed. The maximum fees per account will be 2.00% of the total assets managed. Fees may be negotiable in special circumstances.