What will my total investment fees be?
Rebalance fees are 0.7% per year for the first $1 million of assets under management per household and 0.5% on assets above $1 million and 0.25% on assets above $5m. There is a one-time set-up charge of $250 for each account. In addition to the investment management fee, there are ETF fund fees that average 0.15%. Client accounts are rebalanced twice a year, with an average cost between $35 and $50 per account.
