Our Costs

Your annual costs cover the investment management, as well as the services we provide. Your cost generally includes the following services:

• Advice and consultative services;
• Investment management of your portfolio;
• Portfolio rebalancing as new money is added, or funds are withdrawn, or periodically to correct market drift;
• All transactions costs;
• Custody fees for assets held;
• Due diligence services provided;
• Comprehensive and consolidated reporting; and
• Administrative services.

For more information, or a quote on your portfolio, please contact George directly.