Our purpose is to add value, to give far more than we take, and to improve the financial well being of the families we serve.
We take great pride in providing a truly unique service, at a fair, honest, and fully transparent price. How many other investment firms post their fees directly on their website? Why do you think that is?
This transparent pricing model ensures our undisputed loyalty to our families as we uncover and strip away costs from every other aspect of their financial lives.
Our fee schedule applies to assets we directly manage with you:
1% on assets between $100,000 and $999,999
0.75% on assets between $1,000,000 and $2,999,999
0.50% on assets between $3,000,000 and $4,999,999
$5,000,000 and above, we recommend a flat fee based upon the level of complexity.
This annual investment management fee is pro-rated and paid quarterly, based upon the market value of the assets on the last day of the previous quarter. For convenience, the fee is typically deducted from your investment account balance, and clearly accounted for on your monthly statement.
We generally require a relationship minimum of $100,000.00 for our services. However, we may waive this minimum based upon certain criteria (i.e. anticipated future additional assets, complexity, related accounts, account composition, client negotiation, etc.)
For Families who haven't yet reached the above asset base, but who are serious about saving toward long term goals, we may offer our services for a flat quarterly fee. We believe more families deserve access to trustworthy financial guidance, please inquire.