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MANAGEMENT FEES
The
Company's fee structure applies to the total market value of the assets
managed at the end of each calendar quarter. Fees for accounts opened or
closed during the quarter are pro-rated.
There is
no minimum account size required for starting or maintaining an account.
There is, however, a minimum quarterly fee of $2,500. The minimum may be
waived at the discretion of the portfolio manager.
Following
each calendar quarter, clients receive an invoice for the quarterly fee.
Related accounts are consolidated for fee purposes.
Fees for
accounts under $10,000,000 are generally not negotiable. However, fees may
be negotiated under certain conditions, e.g., related accounts, unmanaged
assets, etc. The Company may alter its fee schedule from time to time.
Fees for
consulting services are charged on an hourly basis. Normally a retainer is
required.
Investment
services may be discontinued at any time without penalty. The contract
between the Company and Client, whether verbal or written, cannot be
assigned without written client consent.
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