Compensation based on service.
As a Fee-Only firm, advisory fees are exclusively based on total assets under management.
We do not sell any products and we do not make any commissions.
We are currently accepting NEW clients with a minimum of $500,000 of investable assets.
If you are not quite there, we do offer an annual retainer fee of $4K until your assets reach the $500K minimum.
Maximum Annual Fee*
$500,000 to $1,000,000
$1,000,001 to $5,000,000
$5,000,001 to $10,000,000
*This may be in addition to any transaction cost, internal management fees, and 12 b-1 fees.