Discretionary Management Fee
Non-Discretionary Management Fee
Personal Advisory Services
We require a $250,000 minimum investment for those interested in our personal advisory services. Discretionary accounts allows us to make decisions more quickly and efficiently, which reduces our fee.
We require a $10,000 minimum investment for those interested in our simple investing services. Simple investing includes both Optimal or Ethical portfolios. We charge an annual advisory fee of $250/year, plus the respective management fee.
Simple Investing Services
We charge an annual advisory and administrative fee of $250 per account to the employer. All fees are billed quarterly. The management fee schedule as it applies to employees is shown in the chart.
Ethical Retirement Plan