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The annual management fee for an exceptional portfolio is 0.75%. Fees are deducted from your account at the end of each quarter based on account value. There is a minimum fee per account of $150 a year.
The portfolios trade commission free through the Charles Schwab no transaction fee platform when possible. When a suitable option is not available on the NTF platform a fee of $8.95 on ETF trades and $19.95 on mutual fund trades will apply.
MINIMUM ACCOUNT SIZE:
TAX EFFICIENT FOCUS:
We practice tax loss harvesting, a common practice that has been utilized in the wealth management industry for years. It allows you to minimize your tax liability by offsetting investment gains with investment losses.
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