Our Fees

$0 to $250,000                                                  1.5%

$250,001 to $500,000                                       1.25%

$500,001 to $1,000,000                                    1.00%

$1,000,001 and above                                       Negotiable

Analogous Investment Management fees are paid quarterly in arrears.

 

Financial Planning Fees

Analogous Investment Management offers a fixed fee service for clients wishing on-going standalone financial planning services. 

$1,800 per year or $150 per month for individuals, billed monthly.

$3,000 per year or $250 per month for married couples, billed monthly.