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Four Ponds Investing

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Our Fees

Annual Cost

Assets under management
Charge
First $1 million
.75%
Next $2 million ($1 million to $3 million)
.50%
Any amount above $3 million
.25%

Example billing

Portfolio size
Amount
$500,000
$3,750/year
$1 million
$7,500/year
$1.5 million
$10,000/year
($7,500 + $2,500)




Get Started

508-403-0395 | david@fourpondsfinancial.com