Adell, Harriman & Carpenter’s fee-only advisory structure ensures that we are able to develop the optimal customized financial strategies and asset management solutions for each of our clients with only their interests in view.

Our annual management fees are based on market value of securities and cash:

Up to

$1,000,000

1.00%

Next

$2,000,000

.85%

Next

$2,000,000

.70%

Over

$5,000,000

Negotiable

All fees are billed quarterly in arrears (at the maximum rate of 0.25% per quarter) based upon the account’s total assets under management, including cash and cash equivalents. Partial time periods are billed on a pro-rated basis.

Financial Service Fee – Occasionally an AHC client may request specialized services that are outside the scope of our annual management fees. These services may be provided at a pre-negotiated fee.