Our Fees

TRANSPARENT ASSET MANAGEMENT FEES 

 

        1.25% on the first                                                         $500,000

          .80% on the next                                                        $500,000

          .75% on the next                                                        $4,000,000

          .65% on the next                                                        $5,000,000

          .60% on the next                                                        $15,000,000

          Balances over this amount may be elgible for special reduced fees.

 

Annual fees are generally collected quarterly in advance or arrears and are based on the account value as of the end of each quarter.  The charges outlined in this schedule are intended to cover ordinary services.  When unusual duties are involved, an additional fee may be charged.  All fees are subject to change at any time.  Special arrangements may be made, at the discretion of management,  for full-time clergy or other religious service providers, family and friends of employees of Guardian Rock, or in the case of a family member of a client in good standing.  Guardian Rock, may, at the discretion of management, allow for accounts under $500,000 at a different fee schedule.  Feel free to inquire directly about such potential accommodations. (312) 752-5000 or at info@advocacyinvesting.com