Letson Investment Management - Our Low Fee-Only Investment Structure

Low Fee-Only Investment Structure

With our Low Fee-Only Investment Structure , our clients know exactly what they are paying... Our clients know exactly what they are paying . . .

Our management fees are based on assets under management and start at 1.00% per year for accounts of at least $250,000, payable quarterly in advance. For equity accounts, our standard fees are:

First $1 Million : 1.00%

Next $2 Million : 0.75%

Over $3 Million : 0.50%

In addition to low management fees, our clients benefit from discounted brokerage fees that we negotiate on their behalf. We receive no compensation from these fees. Since our investment philosophy usually results in low annual turnover, brokerage fees are normally minimized.

In summary, our clients find themselves paying less than they would through mutual funds, WRAP, or retail brokerage while receiving superior service.

Learn about Our Investment Philosophy