Fees Matter

Below are the fees and expenses for our advisory services. As mentioned in the 7 Key Tenets to Successful Long-Term Investing, fees matter. It is important that an investor knows all of the fees and expenses associated with an investment advisor, financial planner, or broker.

Advisory Fee

The following is our base fee schedule for advisory services:

Net Asset Value

Annual Fee

First $2,000,000


Next $3,000,000


Next $5,000,000


Above $10,000,000


Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.

- Peter Lynch, retired manager Magellan Funds