Very pushy to the point of being annoying. The phone calls will NOT stop. Fees are very high and returns mediocre. Far better off in a low cost index ETF.
Equity and Blended Accounts
Amount of Assets Annual Management Fee
First $1 million 1.25%
Next $4 million 1.125%
Additional amounts over $5 million 1.00%
Your Assets Annual Fee Amount
$1MM $12,500
$5MM $57,500
$10MM $107,500
In addition to these fees, clients may also pay brokerage commissions, other custodian fees.
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