| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. The Adviser reserves the right to impose a minimum of $1,500,000 of assets under management to open a portfolio management relationship. This minimum relationship size and annual fee may be negotiable under certain circumstances.
265 Church Street, Suite 1006, New Haven, CT, 06510
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →