We believe in 100% transparency when it comes to working with us.  We receive no commissions or payments from anyone besides our clients.  

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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%.