Investors should ask anyone giving investment advice about their Qualifications, Experience, Investment Strategy, Custodian Services and, of course, Their Fees. Lower fees are the most direct way to improve the long-term performance of any portfolio. Investors can easily see the fee schedules for any registered investment advisor on the firms ADV part 2 Disclosure Brochure.
PTI’s Annual Fee for the managed portion of an account is:
3/4 of 1 Percent up to $100,000 – $7.50 per $1,000.
3/8 of 1 Percent from $100,000 to $500,000 – $3.75 per $1,000.
1/8 of 1 Percent over $500,000 – $1.25 per $1,000.
There is No Minimum Annual Fee.