Robert Brooke Zevin Associates
How we invest

INSTITUTIONAL Account Fee Structure

Fee Structure for all 501(c)(3) organizations and other institutions that are devoted to non-violence, human justice or the environment (average annual percentage of assets under management billed quarterly in arrears).

First $2 million: 0.75%
Next $8 million: 0.65%
Balance over $10 million: 0.50%
Minimum annual fee: $15,000

 

INDIVIDUAL and PERSONAL Account Fee Structure

(average annual percentage of assets under management billed quarterly in arrears)

First $1 million: 1.00%
Next $9 million: 0.75%
Balance over $10 million: 0.50%
Minimum annual fee: $15,000

 


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Robert Brooke Zevin Associates