Why does your fee structure matter? One word.

Transparency.


Fee Structure

Account ValueFee
Up to $2,000,0001.00%
$2,000,000 – $5,000,0000.85%
$5,000,000 – $10,000,0000.70%
$10,000,000 – $25,000,0000.50%
Over $25,000,0000.40%

Accounts using our “tail-hedge” strategy will be charged an extra 0.35% per year in addition to the standard fee schedule listed above.

Many advisers use a blended fee structure that makes it more difficult to determine what your actual management cost is. Spotlight Asset Group has a flat fee structure where once you reach a particular threshold, every dollar is billed at that level. This fee rate includes all transaction costs for trades that we recommend and implement for clients.  After all, if we have enough confidence to recommend the trade, the least we can do is pay for it.

In addition to our investment management fee schedule we offer family office services for clients who exceed certain thresholds of assets under management.  These services include complimentary tax preparation through a 3rd party CPA and credits toward the creation of estate planning documents through 3rd party attorneys.  Please inquire for more details.