Fees for Retirement Plans
| Account Value | Advisory Fee |
|---|---|
| $0 – $3,000,000 | 0.50% |
| $3,000,001 – $5,000,000 | 0.40% |
| $5,000,001 – $10,000,000 | 0.30% |
| $10,000,001 and above | 0.20% |
To accommodate start-up retirement / pension plans, Fairlight charges a minimum flat fee of $500 per quarter until assets reach a total balance of $400,000.
