Our Fees
Your Fee-Only Advisory Firm
This means we don’t make any money from commissions. This fee-only approach is directly tied to our role as a fiduciary acting in your best interest.
Our fees are based on the following schedule:
| Assets Managed | Fee |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 1.00% |
| Next $1,500,000 | 0.75% |
| Over $2,500,000 | 0.50% |
To get an estimate of our fee to work with you contact us.
