Transparent costs acting in your best interest
Our fee is a percentage of the assets we manage. The fee we charge is dependent upon your balance.
$1 – $999,999
(90 basis points)
$1,000,000 – $2,499,999
(85 basis points)
$2,500,000 – $4,999,999
(80 basis points)
$5,000,000 and above
(75 basis points)
Let’s say you invest $10,000 with us. The 0.9% fee would be $90. So, we would get paid a total of $90 per year for managing your $10,000 in assets.
No need to cut a check manually. It’s automatic. A quarter of our annualized fee is paid to us from your assets at the beginning of each quarter.
If your assets went from $10,000 to $20,000 our annual fee of 0.9% would now equate to $180. If your assets decline, our collected fee declines in kind.
We dont get paid commissions or sell you investments.
Instead we give you sensible advice with your best interest at heart.
We also provide Financial Plans that give you a roadmap to follow. These plans help fill in any gaps and ensure your finances are efficient.