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Disclosure

 

Our Fees

 

Fee-Only and Independent

Because we are not compensated by commissions or transactions, we have no conflicts of interest. Our financial advice is based solely on your best interests.

 

To ensure that we remain aligned with our clients’ interests, we derive our compensation only from the annual fees we receive from our clients.

 

Our fees are calculated as a percentage of assets under our management and include most ongoing financial planning services. Our minimum fee for this service is $10,000 per year.

 

We do not generally provide hourly consultations or financial planning to new clients who do not meet our minimum investment amount of $1 million.
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