Broker Check

HOW DO YOU CHARGE FOR YOUR SERVICES?

We are fee only advisors. To ensure objectivity and unbiased advice for our clients, we accept no commissions or any other form of remuneration from providers of financial products or from any other source whatsoever. As independent Registered Investment Advisors, we work for no one but our clients and our professional fees are simply based on the amount of assets under management. The larger the assets, the smaller the fee percentage. No transaction charges of any kind are levied.

Back to Our Approach