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

Account Balance

First $1 Million

Next $1 Million

Over $2 Million

Annual Fee




* 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.

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