Fee Structure
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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.