Unconventional Investor - Services

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Rates

Hourly rates for a Portfolio Review are $175 per hour. A typical portfolio review and recommendation takes three to five hours.

Portfolio Management Services:
Fees are billed in quarterly installments, at the end of the quarter, based on assets under management at the beginning of the quarter.

For Portfolio Management clients, annual fees:
0.30% for the first $250,000 ($300 per $100,000)
0.25% for the next $250,000
0.20% for the next $250,000
0.15% on assets over $750,000

A client with $430,000 under management would pay approximately $1,200 annually or $300 per quarter. This comes to 0.28% annually.

$250,000 assets under management minimum, negotiable.