Fees

It is likely that we are not the cheapest asset managers in town. While we believe we are competitive on price, we also believe our services provide both value and clarity to our clients. Our approach to asset management is comprehensive and tailored to meet your unique needs. We understand that cost is an important factor, but we also know that the cheapest option is not always the best. Our clients benefit from our extensive experience, personalized service, and commitment to their financial well-being. Over time, our services become cost-effective for several reasons:

• No Commissions for Asset Management: We don’t do commissions for asset management. We are not beholden to a broker-dealer or to any fund managers. We simply work for you, our clients. You can rest assured that we will always seek to do what is in your best interest without the distraction of commissions.
• No Trading Fees: We have no trading fees. We trade when we believe it is in your best interest without concern for trading fees. This allows us to mitigate the downside and take advantage of the upside of the market without nickel and diming clients to death.
• Low-Cost Investment Products: We primarily use stocks, ETFs, and other products that do not charge large upfront or exit commissions/fees. This serves our purpose of being good stewards of our clients’ assets and ensures your costs are lower.
• Stable Fees: We have never raised our fees. Some advisors will raise fees in down markets to keep their revenue steady. We have never raised fees and do not intend to ever raise our fees. We do better when you do better. In other words, when your portfolio grows in value, even with your fees remaining the same, our revenue increases. We have a vested interest in seeing your assets grow.