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:
|$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|
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.