| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $3,000,000. The minimum annual fee for any account is $27,000. We may, at our discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem it appropriate under the circumstances.
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Learn about disclosures →Helen is a member of the investment committee for Holy Innocents Episcopal School, a volunteer position she has held since 2014. She spends minimal time per month participating in meetings.