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Fee Schedule

For business and Family Management services BNVCO charges a fee equivalent to 5% of each client’s earned professional income. Certain expenses incurred on behalf of our clients are passed through to them. Fees are payable between the first and tenth day of the month following the month in which receipt of income occurs.

Portfolio management services may be at varying hourly rates for consultative purposes, depending upon the firm’s personnel’s involvements, or on a percentage basis applied to the assets under management. Presently, fees charged for equity portfolio management services are as follows:

Assets Under Management

1.00% annual fee

          *Minimum size portfolio for management - $250,000

All fees are due and payable quarterly in arrears.