Midtown Wealth Advisor Fee Structure

Asset Management Fees

• 2% for accounts equals to or less than $50,000
• 1% for accounts between $50,001 and $150,000
• 0.95% for accounts between $150,001 and $300,000
• 0.85% for accounts between $300,001 and $1,000,000
• 0.80% for accounts between $1,000,001 and $2,000,000
• 0.70% for accounts between $2,000,001 and $5,000,000
• 0.60% for accounts between $5,000,001 and $15,000,000
• 0.50% for accounts more than $15,000,000 

The entire family is aggregated to determine asset size and therefore fees (there is no formal definition of family, but generally is defined as parents and children). The fee structure does not apply to brokered products (annuities, non-traded REITs, non-traded BDCs, private placement products, etc.) The fee structure is tiered. For example, if a client has $1,000,000 of household assets the annual fee is determined as follows:

• $50,000 at 2% = $1,000
• $100,000 at 1% = $1,000
• $150,000 at 0.95% = $1,425
• $700,000 at 0.85% = $5,950
• Total Annual Fee = $9,375