David Sinclair, EA, CFS
MA Fee schedule
Mile High Investments, LLC
_____________________________________________________________________________________
Table of Fees for Services
Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about Mile High Investments, LLC advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed.
Fees Charged by Investment Adviser |
Fee Amount |
Frequency Fee is Charged |
Services |
Assets Under Management Fee |
1.50%-0.25% |
Quarterly in arrears |
Portfolio Management for individuals and small businesses |
Hourly Fee |
Between $125 and $250 |
Arrears upon completion |
Financial Planning Services |
Subscription Fee |
$0 |
N/A |
|
Fixed Fee |
$250-$5,000 |
Arrears upon completion |
Financial Planning Services |
Commissions to the Adviser |
$0 |
N/A |
|
Performance-based Fee |
$0 |
N/A |
|
Other |
$0 |
N/A |
|
Fees Charged by Third Parties |
Fee Amount |
Frequency Fee is Charged |
Services |
Third Party Money Manager |
$0 |
N/A |
|
Robo-Adviser Fee |
$0 |
N/A |
|
Talk with your Adviser about fees and costs applicable to you |
|||
Additional fees and costs to discuss with your Adviser
Additional Fees/Cost |
Yes/No |
Paid To |
Brokerage Fees |
Yes |
Scottrade/Charles Schwab & Co., Inc./TD Ameritrade, Inc. |
Commissions |
No |
|
Custodian Fees |
Yes |
Scottrade/Charles Schwab & Co., Inc./TD Ameritrade, Inc. |
Mark-ups |
No |
|
Mutual Fund/ETF Fees and Expenses |
Yes |
Scottrade/Charles Schwab & Co., Inc./TD Ameritrade, Inc. |