Why is our fee structure important? One Word.

SIMPLICITY.


Fee Structure

Account Value Fee
Up to $2,000,000 1.00%
$2,000,000 – $5,000,000 0.85%
$5,000,000 – $10,000,000 0.70%
$10,000,000 – $25,000,000 0.50%
Over $25,000,000 0.40%

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.