We believe in 100% transparency when it comes to working with us. We receive no commissions or payments from anyone besides our clients.
Investment management only:
If you decide to only have us manage your investments, the fee is 1.0% of assets managed up to $2,000,000. Between $2,000,000 and $5,000,000 is 0.75% and over $5,000,000 is 0.50%.