Contact Us Today: 650-260-7440
Our annual fee for Individual Portfolio Management services will be charged as a percentage of assets under management, according to the following schedule:
|Client Assets||Annual Fee (%) for all assets|
|On the first $250,000||1.5%|
|On the next $250,001 – 500,000||1.25%|
|On the next $500,001 – or more||.75%|
Assets under management Annual Fee (%)*
Our fees are invoiced in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter. Fees will be debited from the account in accordance with the client authorization in the Client Services Agreement.
Alexander Beard (USA) L.L.C. currently manage in excess of $38,200,000 in assets (AUM).