We are fee-only fiduciaries and have no hidden fees or commissions. Our compensation is transparent and based upon the investments under our care.
Our Annual Fee Structure
First $1 Million
Next $1 Million
Over $2 Million
* Fees are billed monthly based on your annual fee percentage.
*Includes financial planning package for clients with over $100,000 under our care.
*We work with accounts under $100,000 when clients are making monthly contributions to their account.