
We act as a fiduciary, which means we will always put your interests first. Most financial advisors are not fiduciaries and receive commissions and “kick-backs” for distributing products that may not be suitable to their clients.
Please scroll down for our fee schedule.
Fees are per annum, based only on assets directly managed by us:
$0-$100,000 0.75%
$100,001-$500,000 0.60%
$500,001-$1,000,000 0.45%
> $1,000,000 0.35%