We limit the number of clients we work with to make sure we deliver the highest level of personalized service for each client.
How Fees Are Paid
As an investment fiduciary, we are compensated in the form of a small percentage of the assets we manage. When your account values go up, our revenue increases. When your account values go down, our revenue decreases.
Our interests completely align with yours.
We make changes to your investments to put you in a better position to achieve your goals.
On first $500,000
On next $500,000
*We offer .25% discount on first $500,000 to law enforcement, military and firefighters
Written Financial Plan
$2,000 (one-time fee)
Comprehensive Written Step by Step Financial Plan of Action
(Included at no cost if minimum annual fee is met)