Fee Schedule

Portfolio selection and set up: $99

Service Includes:

• Portfolio selection based on client's risk tolerance and time horizon
• Investment detail by asset class for initial share purchase
• Three month subscription for our website services, includes access to all five MAM portfolios

Quarterly portfolio review: $24/quarter

Service includes:

• Portfolio review of asset classes to determine when rebalancing is needed
• Recommend investment changes to avoid portfolio style drift
• Risk profile reassessment review as needed
• Quarterly newsletter

Investment Advisory Service: $125/hour

• Custom portfolio development
• Investment advice not covered through online services