Cauble & Harre Wealth Management will monitor and make recommendations to an investment strategy or portfolio that is being managed at another entity. The purpose of this service is to better integrate these assets into the overall plan and to provide independent oversight.
The annual fee for non-discretionary investment oversight and consulting services is charged as a percentage of assets under advisement, according to the schedule below:
| Assests Under Management | Annual Fee (%) |
| $0 - $1,000,000 | 0.25% |
| $1,000,001 - $2,000,000 | 0.20% |
| $2,000,001 and above | 0.15% |
Fees are billed quarterly, in arrears, at the beginning of each calendar quarter based upon the value of assets under management or advisement at the end of the previous quarter.
