Management Fee
Because we are a fee-only fiduciary, our fees are based on a percentage of the assets we manage for you. We do not receive any compensation from any third parties, provide referrals to others for compensation, or pay others to refer clients to us. As a result, our success is directly tied to your success.
The Milwaukee Company's current fee schedule is as follows for clients for whom we manage greater than $1,000,000 of assets:
The Milwaukee Company's current fee schedule is as follows for clients for whom we manage greater than $1,000,000 of assets:
Fee Schedule
Value of Investment Portfolio
Under Management
First $1,000,000
0.75%
Next $10,000,000
Over $15,000,000
0.35%
Next $1,500,000
0.60%
0.50%
Next $2,500,000
0.40%