Client University Subscription Payment

 

Use the fee table below to find the your fee percentage, based on your service level and total assets with us, and plug into the calculator below. Then complete the Paypal subscription.

University Fee schedules 2019

Complete the Paypal automatic billing below:

 

This Paypal subscription is a variable subscription and we will update your billing amount each quarter. *Note that there is no payment amount because the fee changes as your account balance changes over time, you are only picking the amount that the subscription is not allowed to exceed.

Investment Advice & Management
Select the maximum amount you want to pay each month
$ USD
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