Discretionary Investment Management Services
Through personal discussions in which goals and objectives based on your particular circumstances are established, we develop an investment policy and create and manage a portfolio based on that policy. We allocate your assets among various investments taking into consideration the particular investment strategy designed for you. The annual fee for discretionary investment management services is calculated as a percentage of assets under management, according to the schedule below:
| Assets Under Management | Annual Fee (%) |
|---|---|
| $0 – $500,000 | 0.80% |
| $500,001 – $1,000,000 | 0.70% |
| $1,000,001 – $2,000,000 | 0.60% |
| $2,000,001 and above | 0.50% |
Fees are billed quarterly, in arrears, at the beginning of each calendar quarter based upon the value of assets under management at the end of the previous quarter.
minimum fee requirement
Clients engaging Cauble & Harre Wealth Management, Inc. will be subject to a minimum fee of $6,000.00 annually. This fee can be comprised of any combination of Wealth Management, Investment Management or Investment Oversight and Consulting Services.
