We make investment recommendations after we’ve learned about you through our Discovery Process. We educate you on the choices we recommend so the decisions you make are fully informed. This aligns our interests with yours.
We are, and have always been, a fee-only wealth advisory practice (see our fee schedule below). We do not accept commissions of any sort on investments we recommend. Our custom portfolios are objectively constructed.
We invest our resources before we ask you to commit your own. When we mutually agree to work together, our relationship formally begins. We will adjust our targeted $2 million account minimum if it is mutually beneficial.
Aggregate AssetsManaged by Advisor |
Breakpoint |
Asset-Based Fee(Payable Quarterly) |
Up to $2,500,000 |
N/A |
0.275% (1.10% annually) |
$2,500,001 – $5,000,000 |
$2,500,000 |
0.225% (0.9% annually) |
$5,000,001 – S10,000,000 |
$5,000,000 |
0.200% (0.8% annually) |
$10,000,001 – $15,000,000 |
$10,000,000 |
0.175% (0.7% annually) |
$15,000,001 – $20,000,000 |
$15,000,000 |
0.150% (0.6% annually) |
$20,000,001+ |
N/A |
0.125% (0.5% annually) |
We AreĀ Second-OpinionĀ
Portfolio Specialists