What are your fees?

BTR charges each client a fee of 1.00% per annum on the first $3 million of that client’s assets we manage and 0.75% on the next $7 million in assets, with an annual minimum fee of $10,000. Fees on assets exceeding $10 million are negotiable. For fixed income-only portfolios, BTR charges a fee of 0.50% per annum with the same annual minimum fee of $10,000. Related accounts may be combined for fee calculation purposes.

Bookmark the permalink.