Competitive, Transparent Fee Structure

Our fee structure is straightforward: If you are just seeking robust investment management, we charge a percentage-of-assets-under-management fee based on the value of your portfolio. That is it. If you seek investment management plus financial, retirement, tax, and estate planning, we also charge a percentage-of-assets-under management fee plus a modest one-time flat fee for our planning services.

Unlike brokers, we don't earn commissions on trades. Our incentive is not to churn accounts or sell products. Basing fees on the amount of assets managed aligns our interests with yours. We do better when you do better. We make less when your portfolio grows less. In many cases, new clients find that our fees are lower than what they had been paying for less comprehensive services.

Before you engage our services, we will send you the details of our fee schedule including our ADV Part II disclosure document. This information includes details on our Complete Legacy Solution™, which has special features and fee rates for clients who want us to serve multiple generations of the same family.