Fee Schedule

Corporate Issues to be Negotiated. Contact us to learn more.

All fees are negotiable. Compensation is due quarterly in arrears. On 45 days notice either the client or Sansoterra Group LLC may terminate the agreements in place. Please contact us for fees on large blocks of special situations, closely held or restricted stock and for general consulting without active portfolio management.

Equity Accounts

  • 1% on the first $2,000,000
  • 7/10 of 1% on the next $8,000,000
  • 5/10 of 1% on the next $30,000,000
  • Fees are negotiated over $40,000,000
  • Minimum annual fee $10,000

Fixed Income Accounts

  • U.S. Government Issues
  • 15/100 of 1% on the first $10,000,000
  • negotiable over $10,000,000

Tax Exempt Issues

  • 25/100 of 1% on the first $10,000,000 negotiable over $10,000,000
  • Minimum annual fee $5,000