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ANNUAL FEE SCHEDULE FOR INVESTMENT ADVISORY SERVICES
PROVIDED BY WILLIAM B. RAMSDELL
Assets Under Management:
0 - $100,000
1.25%
$100,001 - $250,000
1.00%
$250,001 - $750,000 .85%
$750,001 - $2,000,000
.75%
Above $2,000,000
Negotiable
Minimum Initial Account Size: $100,000
Please Note:
- Fees are a flat percentage of assets. No tier rates exist under
this fee structure.
- Financial Planning is $150/hour for non-asset based clients. One
hour minimum.
- Financial Planning included in the Advisory Service (asset based
clients) provided by the Advisor. Financial planning fees are creditied to offset advisory fees to accounts that initiate
advisory services with Ramsdell Capital Management, post payment of planning fees. Fees are reimbursed at 50% of advisory
fee, until recovered at 100%.
- Project costs are $150/hour for asset and non-asset based clients.
One hour minimum.
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