Our purpose is to improve the financial well being of the families we serve. You work hard for your money, and it's our job to help you make the most of it. We take great pride in providing a truly unique service, at a fair, honest, and fully transparent price.
How many other investment firms clearly post their pricing directly on their website?
Why do you think that is?
Call us crazy, but we feel that you deserve to know exactly what the price is, and what you get in return.
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.
We believe everyone deserves access to professional financial guidance. 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.
With the investment strategies we implement for you, we do not receive commissions, trailers, or kickbacks from any outside institution. We sign an oath to put your best interest first at all times. This is not a standard practice in the financial services industry. We believe it should be.
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.