Frequently Asked Questions
WHAT TYPE OF CLIENTS DO YOU WORK WITH?
We work with families & business owners who understand that personal finance is too complex and ever-changing to navigate without skillful advice. They value a relationship built on trust and receive professional, conflict-free advice at a reasonable cost.
These clients typically have a minimum of $500,000 of investable assets
HOW DO YOU GET PAID?
As fee-based advisors we believe in full disclosure. We charge a management fee based on a percentage of assets under management. Our fee schedule is as follows:
1.25% on the first $1-million
1.00% on the next $1-million
0.75% on the next $2-million
0.65% on the next $2-million
0.40% on assets over $6-million
Within the fee based platform, we do not charge any commissions, annual account or upfront fees; nor do we lock clients into investments with hidden or back-end costs.
Our clients’ interests are aligned with ours.