We value the fact that you have accumulated the wealth, it’s our job to add value and help grow your assets…not have a punitive effect on your wealth. We offer a full-service platform at a reasonable cost.
We charge competitive asset management fees commiserate to the size of the investment portfolio and roll financial planning and other financial services and advice under that umbrella.
Fees are charged as a percentage of assets under management. Fees decrease based on the type of investment (bonds versus equities) and the size of the account. As assets grow, fees decrease as a percent of assets under management. We are committed to lowering the potential effect that advisory fees may have on long-term returns. By doing so, we may reduce the risk of underperformance.
Additionally, we implement a low-cost index approach to equity investing further lowering the detrimental effect that fees have on long-term returns. This also reduces the risk of underperforming that comes from high cost actively managed investment strategies and, subsequently, enhances longer-term results.