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Process and Pricing

INVESTMENT MANAGEMENT FEES

Household  Accounts

          $50,000          1.50% fee
        $100,000          1.25% fee
        $250,000          1.10% fee
        $500,000          0.95% fee
     $1,000,000          0.85% fee
     $2,000,000          0.75% fee

     Fees may vary by account type and services provided and are negotiable.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Jmurphy@osaicwealth.com   |  208-278-6822