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General Finance – Minimum Investment

Q : What is the minimum to invest and the fee?

 

A : Our minimum required investment is $250,000. The fee schedule is provided below and listed on our website at the following link: https://www.yourwealth.com/approach-3/fee-schedule.html

 

$0 – $1M: 1.0% annual fee (billed quarterly)

$1 – $3M: 0.9% annual fee (billed quarterly)

$3 – $5M: 0.8% annual fee (billed quarterly)

> $5M: 0.7% annual fee (billed quarterly)


 

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