Transparent fees. Unbiased advice.
You can be confident the advice we give you is honest, objective, and free of conflicts of interest. We feel strongly that this is the most objective and unbiased way to provide portfolio management and financial planning services.
Our fees are transparent, not hidden in the fine print of an investment or insurance product. Most of our clients take advantage of a flat 1.0% or 1.50% per year for customized asset management. You may also choose a $165 per hour fee for stand-alone consulting services.
In addition, our Certified Financial Planners follow the Fiduciary Standard of care, requiring that a financial advisor act solely in the client’s best interest when offering personalized financial advice.