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Our Fees

Straight forward and aligned with your goals

Our entire fee is earned as a percentage of the money we manage for you.

Unlike many other financial services firms, our compensation is not dependent upon the investments that we recommend, nor the advice that we offer. We are paid the same regardless of how you’re invested. This straightforward fee structure aligns your interests with ours.

Also, as your accounts grow, your fee percentage could actually become smaller. That’s right! More could mean less. And we promise you’ll know your precise fee percentage and how it will be calculated.

Your quarterly fee entitles you to:

  • Credentialed investment advising
  • Comprehensive retirement planning
  • Investment trades
  • Detailed advice on Social Security and Medicare
  • Unlimited access to a huge educational library of videos, articles, tutorials, podcasts and more
  • Ongoing portfolio rebalancing
  • On-demand 24/7 account access
  • And regularly scheduled meetings with your advisor

Your fee calculation will be clearly detailed in your monthly account statements, and you will understand exactly how the fee has been determined, so there should never be any surprises.

It’s our goal to keep you happy and to retain you as a client for the rest of your life.