We work only for you. We do not accept commissions, referral fees, or third-party kickbacks of any kind. Our advice is fully objective and always in your best interest.
The annual fee ranges from 0.25% to 1.00% of your investment portfolio. This fee covers ongoing management of your investment portfolio and comprehensive financial planning services.
We are currently accepting clients who have a minimum investment portfolio of $1,000,000 (including 401(k) and other retirement accounts) or who receive a referral from a current client of the firm. Clients who do not meet the firm's investment portfolio minimum may be subject to a minimum retainer fee.