Investment Fees & Minimums
Download a copy of our Service and Fee Matrix
With the Gold Medal Waters "Asset Management Only" Option, we work with you to design, develop and implement your investment portfolio - you are responsible for your own planning.
Investment fees* are based upon the following schedule:
| First | $500,000 | 1.00% |
| Next | $2,000,000 | 0.75% |
| Next | $2,500,000 | 0.50% |
| Next | $5,000,000 | 0.25% |
| Next | $10,000,000+ | 0.15% |
*Our minimum fee for this service is $1,600 per annum.
*Our recommended porfolio size for management is $160,000.
