Fee Table

Table of Fees : Seeking to Provide Low-Cost, Value-Added Portfolio Management

Carefully Read Items 4 and 5 of Pierre & Company’s Form ADV Part 2A, as these sections contain important details. The fees below will only apply to you when you request the services listed.

Fees Charged by Pierre & Co.:

Assets Under Management Fee0.50% (50bps)QuarterlyPortfolio Mangement
Hourly FeeNot Applicable
Subscription FeeNot Applicable
Fixed Fee$25-$1,000Annual or 1 TimePortfolio Mangement
Commissions to Pierre & Co.Not Applicable
Performance Based FeeNot Applicable
OtherNot Applicable

Fees Charged by 3rd Party:

Third Party Money ManagerNot Applicable
Robo-Adviser FeeNot Applicable

Additional Fees & Costs to Discuss with Pierre & Co.:

Additional Fees:
Yes/NoPaid to:
Brokerage FeesYesBrokerage Firm
Commissions to Pierre & Co.NoNot Applicable
Custodian FeesYesYour Custodian Bank
Mark-upsYesBrokerage Firm
Mutual Fund/ETF ExpensesYesFund Company

All Fees are Negotiable. Pierre reserves the right to waive fees in certain circumstances.

Effective Date: March 31, 2020.

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