We work only for you; therefore, the only way we are compensated is by you. We accept no commissions or referral fees. Our fees are always transparent and always communicated. 

What is your fee?

The annual fee ranges from 0.25% to 1.00% of the amount of your investable assets under our management and is charged monthly (e.g., 1% divided by 12). Exactly 1/12th of the fee is paid at the beginning of each month and is based on the value of your investment portfolio on the last day of the previous month.

The percentage fee above includes ongoing, comprehensive financial planning services. A minimum annual fee may apply.

How do I pay your fee?

Clients typically authorize us to deduct our management fee directly from their investment accounts each month. Clients can see the amount of the fee charged on their monthly account statements or by logging into their online accounts at any time.