Caliber Investment Group

A Higher Standard for Serious Investors

Fee Schedule




          
  Private Portfolio Management


Total Asset Under Management
Annual Fee
 
 
$25,000 - $1,000,000
1.00%
$1,000,001 - $3,000,000
0.90%
$3,000,001 - $6,000,000
0.80%
$6,000,001 - $9,000,000
0.70%
$9,000,001 - $12,000,000 0.60%
 over $12,000,000 0.50%
   


                                     *Minimum annual asset management fee $250
                                            *Fees are deducted directly from client's account quarterly



 Investment Advisory


Program Type
Minimum Fee
 
Fixed Fee
$250.00
Hourly Fee
$150.00

           *Advisory fee varies depending upon complexity and needs of the client