i2i Fee Schedule
Contract period: None.
Billing Frequency: Quarterly, in advance directly from accounts or invoiced upon request. Upon cancellation, all excess quarterly fees will be refunded.
Trading Fees and Commissions: Not included. Negotiated pricing discounts available.
Hourly Basis: $300 per hour, 3 hour minimum
Asset Management Fees:
Pricing Basis: Assets under management, self-directed assets may be segregated.
Portfolio Management: 0.50% to 2.00%, Dependent upon Amount of Assets Managed
Management Fee Breakpoints:
i2i Consultants and Portfolio Managers work closely with other Professional Service Providers such as Accountants, Attorneys, and Pension Administrations
But for accounting or legal advice, please consult your CPA and/or your attorney.