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| High Net-Worth Accounts - Fees & Custodianship |
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Our Fee Schedule We are compensated based on the market value of our clients' assets under management. We believe this “fee based” structure removes all conflicts of interest and aligns our interests' with that of our clients. Advisory Fees:
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Market Value of Assets |
Annual Percentage Rate | $250 Thousand to $5.0 Million |
1.00% | Next $5.0 Million to $10.0 Million |
0.75% | Above $10.0 Million |
0.50% | Fees are payable quarterly, in advance. |
Our Custodian | The safeguarding of our clients' assets is of paramount importance to us, which is why Charles Schwab & Co., Inc. & TD Ameritrade Investor Services Inc. have been selected as the custodians of choice.
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| Fruth Investment Management Inc. 2009 www.rjfruth.com Privacy Disclosure |
