Our fee structure is simple, fair and the same for all clients: we charge a set percentage based on the assets under our direction or management. Our compensation is not dependent on the number of transactions in our clients’ accounts nor is it tied to investment we recommend or utilize on their behalf.

Assets Less than $1,000,000 1.50% annually
Next $2,000,000 1.00% annually
Next $2,000,000 0.75% annually
Over $5,000,000 Negotiated