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Advisory
Fees
Every effort is
made to keep your investment costs low, starting with my advisory fee. As a
percentage of your total assets under management, my goal is then the same as
yours – to make your portfolio grow. My fee not only includes personalized
investment management, but also all financial planning advice and services. This
allows you to call or meet with me at any time without the concern of hourly
charges.
|
Assets Under Management |
Total Annual Fee |
|
$
250,000 - 499,999 |
1.00% |
|
$
500,000 - 999,999 |
0.90% |
|
$ 1,000,000 -
1,999,999 |
0.80% |
|
$ 2,000,000 +
|
0.70% |
Unlike other advisers, this is not a prorated schedule -
you are charged the lower fee on all your assets.
Learn more about Shannon Wegner, CFP...
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