| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated.
For Private Portfolio Services, fees are based on a percentage of assets under management, not exceeding 2% annually, though other program fees may increase the annual fee above 2%. The fee schedule is negotiable. Fees are paid monthly or quarterly, in advance or arrears. Financial planning fees are based on the nature of the services and complexity of needs, either hourly ($150-$350) or fixed. For TAMP programs, IPIWM receives a management fee generally following the dual contract or sub-adviser fee schedule. Fees are negotiable.
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