Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. That's why, as fee-only financial advisors, we're transparent with our fee schedule. We are compensated solely from fees paid by our clients and do not accept commissions or compensation from other services. This method of compensation drives us to select the absolute best solutions for our clients.
Portfolio Management Services
Our fee for portfolio management services is based on a percentage of your assets we manage and is set forth in the following fee schedule:
Assets Under Management
Up to $500,000
Next $250,000
Over $750,000 | Annual Fee
1.00%
0.90%
0.80% |
