DeYoe Wealth Management

Sample Fee Schedule

We inform our clients of the costs and benefits of doing business with us. This fee engages forward giving to support your mission.

Assets Under Management Advisory Fee % Advisory Fee:
$15,000,000
 
 $2,000,000 - $5,000,000  0.5%  $25,000
 $5,000,000 - $20,000,000  0.4% + $40,000
 $20,000,00 - $40,000,000  0.3% + $0
 $40,000,000 +  0.2% + $0
    $65,000 .43%

 

Fees for management can add up. And every dollar you spend on “services” removes a dollar from your good works. We are committed to keeping your fees reasonable, providing value in excess of the fees we charge AND to re-investing our own profits back into our communities.



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