top of page

Fees:

 

 

Individual Accounts:

 

  • Accounts greater than $500,000 are charged 0.75% of assets per year

  • Accounts between $100,000 and $500,000 are charged 1% of assets per year

  • Accounts between $20,000 and $100,000 are charged 2% of assetes per year

  • Accounts valued under $20,000 are charged $350 per year

 

 

 

 

Small Business Plans:

 

Plans with 1 owner/employee; $450 annual fee

 

Plans with less than 5 employees; $1,250

 

Plans with less thant 15 employees; $2,750

 

Plans with less thant 25 employees; $4,250

 

 

 

It doesn't get more simple and transparent than this.

 

 

 

bottom of page