We’re a Fee-Only Firm
This means we are paid exclusively by our actual clients, accepting no commissions or sales incentives for the products or securities we recommend.
- 1.00% on your assets up to $500k
- 0.85% on your assets between $500k and $2 MM
- 0.60% on your assets between $2 MM and $4 MM
- 0.50% on your assets above $4 MM
Your fees are less than 1% as soon as your portfolio exceeds $500,000. See effective annual rates on different portfolio sizes below.