Why does your fee structure matter? One word.

Transparency.


Fee Structure

Account ValueFee
Up to $2,000,0001.00%
$2,000,000 – $5,000,0000.85%
$5,000,000 – $10,000,0000.70%
$10,000,000 – $25,000,0000.50%
Over $25,000,0000.40%

 

Many advisers use a blended fee structure that makes it more difficult to determine what your actual management cost is. Spotlight Asset Group has a flat fee structure where once you reach the various threshold, every dollar is billed at that level. This fee rate will also include all transaction costs for trades that we recommend and implement for clients.  After all, if we have enough confidence to recommend the trade, the least we can do is pay for it.

In addition to our investment management fee schedule we also offer family office services for clients that exceed a certain threshold of assets under management.  These services include complimentary tax preparation thru a 3rd party CPA.  They also include credits toward estate planning document creation thru 3rd party attorneys.  Please inquire for more details.