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410 Neff Avenue
Suite 200
Harrisonburg, VA 22801
Phone: 540-574-2508
Fax: 540-433-3561
Contact Us
Map & Directions
Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC
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Our Fee ScheduleWe charge a percentage of the assets we manage for you per the following scale. Here are the services we provide for our fee:
- Complete confidentiality
- Development of personalized investment portfolio (Investment Policy Statement)
- Implementation of personalized investment strategy
- Regular Portfolio re-balancing
- Monthly account statements
- Quarterly account review and summary
- Regular review of account holdings by independent advisor
- Recommended asset repositioning as appropriate
- 24 hour access to account information via internet
- Annual account summary for tax reporting
- Consolidated account reporting showing all assets simultaneously
- Access to high quality independent stock and mutual fund research
- Access to Alternative Investments
- Ongoing income tax reduction planning (with CPA)
- Estate Analysis and Document review (with Attorney)
- Personal access to your own independent Investment Advisor
- Retirement Planning
- Simplification of estate settlement for heirs
| Up to $250,000 |
1.25% |
| $250,001-$999,999 |
1.00% |
| $1,000,000-$1,999,999 |
.85% |
| $2,000,000-$3,999,999 |
.75% |
| $4,000,000-$6,999,999 |
.50% |
| $7,000,000-$9,999,999 |
.30% |
| $10,000,000-$14,999,999 |
.20% |
| $15,000,000 and above |
.10% |
The fee may be tax deductible and is billed in advance quarterly. It's calculated in increments as illustrated. For example: $900,000 account billed at 1.25% for the first $250,000 and then 1% on the balance. The fee covers all our services as your investment advocate. Money managers we hire for your benefit may charge separate fees. However, all fees are reviewed with you prior to taking any action.
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