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Fee Schedule

1% For accounts upto $500,000
0.75% For accounts between $500,000 - $1,000,000
0.5% For accounts above $1,000,000

Our fee does not exceed 1% of the total investment value, unlike others who charge 3%+ either directly or in the form of wrap fee, or commissions on the products they sell you. We are not like the other sales people who are always trying to sell you "a particular product", and make money from you, and not for you. Finally, you may sleep better knowing that your money is being managed by highly qualified and competent professionals who know and teach finance.


Managed Accounts with:

Sanjay Varshney, M.B.A., Ph.D., Chartered Financial Analyst

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