Investment Advisory Services Fees
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Cash Management: Short-term Portfolio
0.42%-0.12% per year (Fees Based on Account Size)
Managed Portfolio
Minimum Account Size: $100,000
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Long-term: Strategic Portfolio
0.62%-0.12% per year (Fees Based on Account Size)
Managed Portfolio
Minimum Account Size: $100,000
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Tactical: Sentinel Portfolio
0.62%-0.12% per year (Fees Based on Account Size)
Managed Portfolio
Minimum Account Size: $100,000
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Alternative: Global Macro Portfolio
0.82%-0.12% per year (Fees Based on Account Size)
Managed Portfolio
Minimum Account Size: $250,000
Requires an account with Margin feature
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Hourly Investment Consulting
$250/Hour
Suitable for:
Retirement accounts such as 401(k)/403(b) Plans
College 529 Plans