| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Principium Investments charges an annual flat fee based on assets under management. For accounts under $500,000, the fee is 1.50%. For accounts between $500,001 and $1,000,000, the fee is 1.25%. For accounts over $1,000,000, the fee is 1.00%. Financial planning and non-legal estate planning services are normally provided to investment management clients at no extra cost. Stand-alone consulting services range from $250 to $500 hourly, and $5,000 to $10,000 monthly on a fixed fee basis.
Boulder, CO
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