|
|
DEIGHAN ASSOCIATES, INC. - REGISTERED INVESTMENT ADVISOR
455 HARLOW STREET BANGOR, MAINE 04401 - TELEPHONE 207.990.1117
|
|
Advisory Fees
|
|
|
Our fees for investment management services are competitive, simple, and straightforward.
|
|
|
|
|
|
We are a fee-only investment management firm. None of our employees may charge or accept
commissions, referral fees, or transaction-based revenues from loads, sales charges, or
markups.
|
|
|
|
|
|
Our minimum relationship size is $500,000. Exceptions to the minimum
are occasionally made. We also accept smaller accounts for clients and their children who
meet the minimum relationship requirement. Fees for such accounts will be charged in accordance
with the standard fee schedules, except for portfolios under $10,000 in market value, which
will be charged a single annual fee of $25. There is an hourly consultation fee for advisory
services when we do not manage assets. No fees are pre-payable.
|
|
|
|
|
|
|
Annual fees are:
|
|
|
|
|
1.25% of assets on the first $100,000 under management;
|
|
1.00% on the next $400,000;
|
|
0.90% on the next $500,000;
|
|
0.75% on the next $2,000,000;
|
|
0.50% of assets in excess of above.
|
|
|
|
|
|
|
Method of calculation: Fees are calculated and prorated monthly based on the account
market value on the last trading day of the month and paid in arrears.
|
|
|
|
|
|
You may terminate the relationship at any time by written notice. Fees are
prorated at the commencement or termination of a relationship so you are charged only for
the period under actual management. We occasionally arrange individualized fee schedules
for clients requiring either limited or expanded services.
|
|
|
|
|
|
Back to Home Page
|
|
|
|
|
|
|
|
