Fee Structure

For portfolio management services, Commonwealth charges a fee based upon a percentage of the market value of the assets being managed. On an annualized basis, fees will be subject to the following tiered fee schedule:

 

Assets Under Management Annual Fee
$0 – $49,999 1.50%
$50,000 – $99,999 1.25%
$100,000 – $499,999 1.10%
$500,000 – $999,999 1.00%
$1,000,000 – $4,999,999 0.90%
$5,000,000 – $9,999,999 0.80%
Accounts over $10,000,000 0.70%

 

The fee is the only compensation Commonwealth receives for managing your investments.  We do not receive any commissions, and we do not charge you additional transaction costs.