Fees

For continuous supervision of investment portfolios, Hanson & Doremus charges a fee based on assets under management as follows:

Equities

  • 1.0% of the first $500,000
  • 0.8% of the next $500,000
  • 0.6% of the next $1,000,000
  • Over $2,000,000 – negotiable

Fixed Income, Mutual Funds, and Cash

  • 0.5% of the first $1,000,000
  • Over $1,000,000 – negotiable

For non-management clients, Hanson & Doremus offers consulting on an hourly basis at $150 per hour.

We always are pleased to offer free initial consultations. Please contact us.