MANAGEMENT FEE FOR PORTFOLIO MANAGEMENT SERVICES

Whether Portfolio Management Services are performed on a discretionary or non-discretionary basis,

Colwyn Investments LC charges the same management fee based on a percentage of assets under management. The percentage of assets charged per year (annum) is listed by assets level:

  • Under $100,000 2 percent per annum
  • $100,001 to $500,000 1.75 percent per annum
  • Above $500,001 1.5 percent per annum