Definition of Threats
Threats are the ways that a company could theoretically be damaged in the future. What could happen in the future that hurts their profits and business? Let’s take a hypothetical restaurant (R). Possible Threats for R are a new restaurant in town (they might take away some of R’s business), a health inspector (might shut the restaurant down), a change in dining habits (people may not eat at restaurants as much as before) etc.
Investment Fee Structure
|Rate||Assets Under Management|
|1.00%||Between $125,000 and $750,000|
|.85%||Between $750,000 and $1,250,000|
|.80%||Between $1,250,000 and $1,750,000|
|.75%||Between $1,750,000 and $2,500,000|
|.70%||Between $2,500,000 and $3,250,000|
|.65%||Between $3,250,000 and $4,250,000|
A single rate is applied to the entire account. So a person with a $750,000.01 account pays less than a person with a $750,000 account. I will waive personal tax return fees for accounts over $1 million. For accounts that are above $5,250,000, we’ll need to discuss a custom rate.
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Questions for the comments
Did my explanation make sense? Do you agree or disagree with what I said?