Our Costs
We are a fee-for-service advisory firm, this allows us to align our interests with yours. We never receive commissions from our client investment portfolios, additionally we are investment product agnostic. Our focus is on value which we define by how much you keep, after any tax, financial advice & investment cost.
Due to our client portfolios being fully personalized to meet their unique goals and situation, costs can vary by portfolio. With that said, portfolios with around $1,000,000 in assets will typically cost around or under 1% annually. This percentage can decrease to as low as 0.5% as the amount of invested assets increases.
As a private wealth management practice, we are fully-equipped to welcome clients on a case-by-case basis with net worth from $500,000 up to $50,000,000.
