Fees

Our fee-based approach puts the interests of our clients first.  Our only compensation is the fee we charge, which is based on the size of your portfolio.  This allows you to receive the best financial advice without having to worry about conflicts of interests or being sold an inappropriate financial product that benefits the advisor but not you. Moreover, we take pride in having some of the lowest fees in the investment advisory business.  Our fee schedule is as follows:

  • .85% on the first $250,000
  • .75% on subsequent amounts

Our suggested minimum portfolio size for wealth management is $100,000.  However, there is no formal portfolio size requirement and many exceptions apply.  Don't hesitate to contact us if you are close to the suggested portfolio size or expect to get there in the near future.