Invest with Managed Wealth Advisors

Managed Wealth Advisors will receive a fee for investment supervision and management of the Portfolio based on the market value of the Portfolio (including cash and equivalent items) as follows:

.50% per annum on accounts over $40,000.00

* There is a minimum fee of $50 per quarter for accounts valued over $10,000

** There is a minimum fee of $50 per year (1st Quarter only) for accounts valued under $10,000

Fees will be payable in advanced for quarterly installments with each installment based on the market value of the Portfolio as of the end of the calendar quarter. Payment will be due to Advisor within (10) days after receipt of billing. If this Agreement ends on a date other than the beginning of the billing calendar quarter, the fee for that partial quarter shall be prorated accordingly. If the contract is entered before the beginning of a quarterly billing period, the initial fee will be waived.

Fees will be based on the, per family, cumulative total of all accounts under management by Managed Wealth Advisors. Family is defined as all persons living at a single residence (including all family members, elderly family member(s) non-resident under the supervision of the client, domestic partners or cohabitation). It is also noted that the above fee structure can be negotiated at the time of entering this agreement; however, fees cannot be waived or reduced due to underperformance of the Portfolio.

Fees may be deducted from an account at your discretion, if desired. Note that any fees deducted from a retirement account will not be counted towards the Required Minimum Distribution.