Advisory Fees

Our annual advisory fees for subscriptions are assessed quarterly in arrears and are based on the number of users.

Fees and services may be negotiable based on a number of factors such as client type, number of users per firm, and pre-existing relationships. Some clients pay higher or lower fees than other clients.

Discounts, not generally available but may be offered to family members and friends of associated persons of our firm. Fees may only be increased by providing Client written notice thirty (30) days in advance.

Advisory Fees in General

Clients should note that similar market advisory services may (or may not) be available from other registered (or unregistered) investment advisors for similar or lower fees.

Annual Subscription Schedule

Annual subscriptions are generally determined based upon the following fee schedule below. However, as stated above fees for certain strategies or accounts may fall outside of the stated ranges, or are negotiated.