…an independent advisory firm building wealth with active portfolio management

Fee Calculation Formula

The formula used to devise the management fee is based on the average balance multiplied by the annual rate, divided by 365 (days in year- 366 in a leap year), multiplied by the days in the billing period.

For example, a $100,000 average account balance with an annual fee of 1% over a 30 day period would be calculated as follows:

($100,000 X .01) / 365 X 30 = $82.19

A detailed fee calculation will be provided to Clients upon request.