Our fees are billed quarterly, in arrears (after our services are delivered), based on the following sliding fee schedule. We do not accept payment for referrals, investment placement, or from any other third party.
If the aggregate of your accounts amount to $275,000 at the end of a 92 day quarter, your fees would be calculated as follows:
Annualized Fees: ($50,000 x 1.25%) + ($150,000 x 0.85%)+ ($75,000 x 0.65%) = $2,387.50.
Quarterly Bill: $2,387.50 x (92/365) = $601.78, rounded down to $601.
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Pariveda Inc., (DBA Pariveda Investment Management) - All Rights Reserved.
Pariveda, Inc., (DBA Pariveda Investment Management) is Registered to conduct business in California & the State of Washington.