Alignment of Interests
Asset Allocation
Tax Efficiency
Focus on Equities
Disciplined Investing
Financial Planning
Custody of Assets
Managing Director
Contact Information

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.


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