At
B & A Sector Watch our advisory fees are based on a percentage of assets under management and may be negotiable under certain circumstances. The management fee is equal to the amounts shown in the table below. The maximum management fee will be 0.50% of the account’s total dollar value each quarter. The larger the amount of money under mangement, the less percent amount is required. Larger accounts can get a management fee quarterly rate of 0.125%. All management fees, even our lowest rate, can be negotiated and even eliminated in the light of other consideration.
Total Dollar Value of Account |
Management Fee |
Minimum to $1,249,999.99 |
0.250% per quarter |
$1,250,000 to $1,499,999.99 |
0.21875% per quarter |
$1,500,000 to $1,749,999.99 |
0.1875% per quarter |
$1,750,000 to $1,999,999.99 |
0.15625% per quarter |
$2,000,000.00 and over |
0.125% per quarter |