Model Wealth Portfolios (MWP)– Fee Schedule

Account TypeAccount SizeStandard Annual Advisors Fee72 Financial
Annual Advisors Fee
MWP$100,000 – 499,9991.77%1.60%
MWP$500,000 – 1,249,9991.45%1.35%
MWP$1,250,000 – 4,999,9991.18%1.09%
MWP$5,000,000 – 24,999,9990.81%0.76%
MWP$25,000,000 +0.78%0.62%

Strategic Asset Management (SAM) – Fee Schedule

Account TypeAccount SizeStandard Annual Advisors Fee72 Financial
Annual Advisors Fee
*SAM$25,000 - 149,9991.54%1.10%
SAM II$150,000 - 499,9991.61%1.39%
SAM II$500,000 - 999,999 1.29%1.22%
SAM II$1,000,000 - 2,999,999 1.06%.90%
SAM II$3,000,000 +0.89%.80%
*SAM – The Client may pay a small transaction charge on some trades SAM II – The Client pays no transaction charges.


Optimum Market Portfolios (OMP) – Fee Schedule

Account TypeAccount SizeStandard Annual Advisors Fee72 Financial
Annual Advisors Fee
OMP$15,000 – 99,9991.67%1.20%
OMP$100,000 – 499-9991.39%1.00%
OMP$500,000 +1.17%.75%

Personal Wealth Portfolios (PWP) – Fee Schedule

Account TypeAccount SizeStandard Annual Advisors Fee72 Financial
Annual Advisors Fee
PWP$250,000 – 749,9992.25%2.14%
PWP$750,000 – 1,249,9992.00%1.85%
PWP$1,2500,000 – 4,999,9991.71%1.45%
PWP$5,000,000 – 24,999,9991.40%1.28%
PWP$25,000,000 +1.05%.96%

For more complete details, Click Client Agreement below

MWP Client Agreement OMP Client Agreement PWP Client Agreement SAM Client Agreement SAM II Client Agreement