Scharf's fees are negotiable and based on factors like client type, complexity, and assets under management. For Equity Solution clients paying only an Asset Based Fee, the typical annual fee is 1.25% on the first $3,000,000 of assets, plus 0.80% over $3 million and up to $5 million. For Multi-Asset Solution clients, it's 1.0% on the first $3,000,000, plus 0.75% over $3 million and up to $5 million. For Fixed Income Solution clients, it's 0.5% on the first $5,000,000. Balances over $5 million are subject to an institutional pricing schedule. Some clients may pay a Performance Fee. Financial planning fees typically start at $2,500 and increase based on complexity.
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