Our Fees

Unlike some money managers, we typically don’t earn commissions on trades or by selling products.  Most clients pay a small fee, based on a tiered structure that is based on the size of your portfolio.  This means we are always focused on your best interest, and when you do better, we do better.

This fee-based program is simple to understand and extremely transparent, and is provided to all clients with no minimum investment required.  When appropriate and if the fee-based program doesn’t fit your individual needs, we do have other options as well.