(waived for Wealth Coaching and Wealth Management Clients)
Investment Management Fee Schedule
|$250,000 – $500,000||1.00%|
|$500,000 – $1,000,000||0.85%|
|$1,000.000 – $2,000,000||0.70%|
|$2,000.000 – $3,000,000||0.60%|
|$3,000,000 and above||Negotiable|
* Money Management fees and costs of investments are in addition to Investment Management Fee. Fee Schedule is tiered.
** Fees are comprised of Investment Management Fees, Financial Planning Fees and/or Commissions.
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative; Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Stephen A. Taylor Wealth Management are not affiliated. Cambridge does not offer legal advice.