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


It's not how much money you make that counts.  It's how much you keep, it's how much it grows, and most importantly, how future generations might benefit from it. 

- Henry Wildhack