Broker Check

How We're Paid

Our initial consultations are always free, but here is what it costs to have us on your permanent roster.

  • Our active management fees start at 1.5% per year.  These fees are itemized on your statement, and they may be tax deductible. Consult your CPA for information.
  • Our passive management fees depend on your investment’s horizon—they can be as unique as your situation. We will go over fees with you in transparent detail during our first, complimentary meeting.