| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.75% |
Fees for accounts over $1,000,000 are negotiable.
ITS Asset Management charges an annual advisory fee, not exceeding 2.00%, calculated as a percentage of the managed account's total asset value. The fee rate can vary based on factors like account inception date, asset size, or participation in employer-sponsored retirement plans. Fees are generally non-negotiable but may be considered in select circumstances. PTS Asset Management has a different fee schedule for non-platform accounts (see table below). The minimum account size for ITS is $30,000, but it may be waived. PTS Asset Management's minimum is negotiable, but they encourage accounts of $50,000 or more.
1720 Washington Rd Ste 101, Washington, PA, 15301
Get directionsJon is involved in two non-investment-related activities: shared ownership in harness racing horses (about a quarter of his time) and owning/leasing an office building (minimal time). Both activities are conducted individually.