INVESTMENT MINIMUMS: $1,000,000 FAMILY TOTAL
MINIMUM ACCOUNT SIZE: $250,000
OPTIONAL ANNUAL MANAGEMENT FEES:
IN HOUSE: NO CHARGE
IN HOUSE; CUSTOM PORTFOLIO MANAGEMENT - .35%
OUTSIDE MANAGER: VARIES DEPENDING ON MANAGER AND STYLE
INVESTMENT MINIMUMS: $1,000,000 FAMILY TOTAL
MINIMUM ACCOUNT SIZE: $250,000
OPTIONAL ANNUAL MANAGEMENT FEES:
IN HOUSE: NO CHARGE
IN HOUSE; CUSTOM PORTFOLIO MANAGEMENT - .35%
OUTSIDE MANAGER: VARIES DEPENDING ON MANAGER AND STYLE