Transparent Fees, No Commissions
Management Fees
As a fee-only fiduciary, our compensation comes only from the clients we serve, never from commissions or product sales. Here is exactly how that works.
Investment Management Fee Schedule
An annual fee, based on the market value of the assets we manage.
| Assets Managed | Annual Fee |
|---|---|
| First $1 Million | 1.00% |
| Next $1 Million | 0.90% |
| Next $2 Million | 0.80% |
| Thereafter | 0.70% |
Fee-only. We accept no commissions or compensation of any kind from custodians, brokers, or investment transactions. Client assets are held by an independent custodian, separate from our firm.
