Fees
Our minimum relationship size is $1,000,000 with fees based on the total amounts combined in the accounts from 0.50% to 2.50% . Asset categories also will influence pricing.
Related or family accounts can be combined for fee purposes, or to meet the minimum relationship size.
Fees are tax deductible for non-registered accounts and are billed quarterly in arrears based on the quarter ending portfolio market value. If funds are used, the same fees apply.
Investments and services are offered through MAM Wealth Management LLC , member NASD-FINRA/SiPC. ©2007 MAM Wealth Management. All rights reserved.
