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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.