For Clients Living in Mexico Only
Fee Structure for Individual Stock Portfolios
Minimum Portfolio Value: $250,000
.15% or $375 Annually for the first year (Paid in Advance)
.20% or $500 (After the first year)
Fee Structure for Mutual Funds and Exchange Traded Funds
Minimum Portfolio Value $200,000
.075% or $150 Annually for the first year (Paid in Advance)
.01% or $200 Annually (After the First Year)
Combined Asset Accounts
One of the above minimums needs to be met