Portfolio Management Fees

At Campbell, Lee & Ross, we make our portfolio fees completely transparent and easy to understand.

Please fee free to contact any of our portfolio managers can for more information about our management fees. 

Assets Fees
Up to $1.5 million 1.00%
$1.5 to $3 million 0.85%
$3 million to $5 million 0.75%
Beyond 5 million Negotiable


Note: Fees on non-registered accounts are tax deductible.