Fees are extremely competitive. An account managed by
Metrics Money Management, LLC is no more expensive than most actively managed mutual funds, yet offers the advantages of an
account specifically tailored to a client’s unique circumstances. In comparing our fees with those of other money
managers, one should remember that we generally use individual stocks, which eliminates the additional fees of 1% or
more usually associated with mutual funds, used by many financial planners.
The annual fee schedule is as follows:
First $500,000 under management--------1%
Next $2,000,000 under management------0.75%
Next $2,500,000 under
management------0.5%
Amounts above $5,000,000---------------0.25%
The minimum amount to establish an account is $250,000.