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Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and all charges and expenses. Brokerage services provided by Folio Institutional, a division of Folio Investments Inc., member FINRA/SIPC and an unaffiliated SEC-registered broker-dealer.


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* A minimum advisory fee of $199 per quarter per client applies if the fee calculated is lower than $199 per quarter. Advisory fees for balances above $1,000,000 may be negotiable based on various factors, see Form ADV Part 2 for additional details. There are no minimum account balance requirements. There are additional brokerage fees charged by our custodian. The brokerage fees are based on the average daily asset balance in your account(s) under our management. The brokerage fees are 0.25% annually for the first $500,000 in your investment account(s), 0.15% annually for balances between $500,000 and $1,000,000 and 0.05% annually for balances above $1,000,000. There are additional fees charged by some of the underlying investments and SRO and other market fees may also apply. The annual advisory fees on client account balances over $1,000,000 are negotiable and are based on the specific circumstances and services expected to be required for that particular client. These negotiable fees will vary from client to client.. Source for competitive fee statement: Michael Kitces, Bob Veres, 2017 Planning Profession Fee Survey, Inside Information.