Our fees are set on a sliding scale and based solely on your amount of assets under management. You will never find our advisors attempting to sell financial products for their gain. Our only incentive is to continually grow the value of your account. In other words, our interests are fully aligned with yours.

No Hidden Fees

We maintain a transparent and straightforward fee structure that is easy to understand. Your management costs will always be clearly listed on your statements so you can see exactly how much you’re paying.

Many firms claim to be a fee-only service but this is seldom actually true. More often than not, a close look at the fine print will reveal a slew of fees that are not clearly disclosed. These may include commissions, 12b-1 fees, sales load charges and incentives, or revenue-sharing deals with third-party companies. These hidden fees can add up to three to six percent of your portfolio value per year.

No Third-Party Arrangements

We have no arrangements or ties to third-party companies and we do not sell financial products.Simply put, we do not receive any compensation from outside sources.