Every effort is made to keep your investment costs low, starting with our advisory fee. As a percentage of your total assets under management, our goal is the same as yours – to make your portfolio grow. Our fee not only includes personalized investment management, but also all financial planning advice and services. This allows you to call or meet with us at any time without the concern of hourly charges.
Unlike other advisors, this is not a prorated schedule- you are charged the lower fee on all your assets.
*You may also work on a pay per transaction basis if it serves you better.