Fee Schedule

The Spielberger Group is compensated by clients based on a percentage of assets under management.  In some instances, a negotiated fee may be charged for financial planning services.

Asset Level                                     Base Fee +                                      Annual Percentage

$250,000 – $500,000                     $3,125                                              1.25% on balance over $250,000

$500,000 – $2M                             $6,250                                             .75% on balance over $500,000

$2M – $4M                                     $17,500                                           .60% on balance over $2M

$4M – $6M                                     $29,500                                           .40% on balance over $4M

$6M – $8M                                     $37,500                                           .30% on balance over $6M

$8M +                                            $43,500                                            .20% on balance over $8M

Performance based fee information is available upon request.

 

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