For investment management services our firm charges an asset management fee which typically ranges from .5% to 2% per year of assets under management. This fee is billed quarterly and is charged to the client's account. Charles Schwab Institutional has been selected as Eleven Two Fund Management's primary custodian. Fees are lowered as the money we are managing for a client increases and for fixed income only strategies.
Our financial planning fee is $200/hour.
Minimums
Our minimum for both individual US stock management strategy and all other strategies is $100,000.
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