Competitive Advisory Fees
We designed our fee structure to provide clients with exceptional service at highly competitive rates. Clients are assessed an advisory fee for assets under management and this fee is collected every quarter.
No Commission or Other Fees
We do not charge commissions or transaction fees. While all funds have expense ratios, our team does our best to filter out funds with excessive fees. We are on the same side of the table with you—and will work to help you attain your goals.
No Proprietary Funds
We do not have a financial reward in selling a specific fund. This means we are free to choose the best fund for each category, which is a huge advantage for our clients.