(609) 924-5300 | 14 NASSAU STREET, PRINCETON, NJ 08542

About

Our Fees

We use a sliding fee schedule as follows:
First $250k at 1.0%
$250k - $1mm at 0.6%
$1mm above at 0.4%

Under this sliding fee schedule, we charge 1% or $2,500 on the first $250,000; 0.6% on assets from $250,000 – $1,000,000; and 0.4% on amounts above $1,000,000. Assuming assets under management of $2,000,000, the fee calculation would be as follows: $250,000 x 1% + $750,000 x 0.6% + $1,000,000 x 0.4% = $11,000, which equates to 0.55% effective annual rate which is 40% lower than industry average.

The fee schedule above is quoted on an annual basis. We typically charge pro-rated management fees directly to clients’ accounts monthly in advance.

Contact

  • Phone:
    (609) 924-5300
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. Legal | Privacy
Songbird® and Songbird Logo are trademarks of Songbird Capital LLC.
Copyright © 2017 Songbird Capital LLC | Powered by AdvisorFlex