Each client has an account with Charles Schwab & Co. We have limited trading authority on the account so that we can effect transactions in the account on a discretionary basis.
In general, account minimums start at $100,000.00 and our fee is calculated on a quarterly basis based upon the following schedule:
| Account Value | Quarterly Fee | ||
| First $1 million |
0.25% |
||
| Over $1 million |
0.20% |
Investment Philosophy | Market Comments | Management Fees
About Us | Trivia and Humor | Home
To Contact Us:
|
David R. DeLeeuw President 5464 Holiday Terrace Kalamazoo, MI 49009 269-375-8788 800-882-0303 |