Broker Check

Our Fees

One of our core values is transparency, and this includes being open and honest about the fees we charge. In developing our fee structure, we wanted to create a fair model that works for clients. In evaluating options, we believe a fee-based model provides several benefits for clients, including:

Ongoing Monitoring

Many of our clients don’t have the time to research each investment strategy and product to determine whether or not it’s appropriate for their situation. By monitoring your portfolios and conducting ongoing research, we believe clients can focus more on their passions in life knowing their money is being managed by a professional.

Greater Access, Fewer Fees

By charging an advisory fee, we have access to lower cost investments with no up-front sales charges and no commission charges.

Transparency

In comparison to commission-based services, fee-based services are more transparent. Advisory fees are a fixed percentage of an account’s value, so clients always know what they are paying.

A Mutual Incentive

As our compensation is a fixed percentage of your accounts’ values, this means that the performance of your advisory accounts is directly proportional to the fees we earn. We are genuinely motivated to preserve your wealth and grow your portfolio.

Our Advisory Management Fees

$0 to $999,999: fees range from 1.75 to 1.00%
$1,000,000 to $4,999,999: fees range from 1.50% to .90%
$5,000,000 to $14,999,999: fees range from 1.25% to .75%
$15,000,000 to $49,999,999: fees range from 1.00% to .50%
$50,000,000 or more: 0.25%