How We're Compensated
We are totally transparent in terms of all fees and costs associated with our work. As a client, your best interests are our top priority.
A wealth management consulting fee may be best suited to those clients who seek comprehensive planning services incorporating assets, property or programs not under our direct custody. For example, an analysis of executive stock options, an insurance policy review, or a 401(k) asset allocation recommendation could each be well suited to a consulting fee arrangement. Fees are charged on an hourly basis or at a flat rate.
Investment Advisory Fees
For portfolios under our direct management, we charge an annual investment management fee based on a percentage of assets under our care. Much of our compensation is ultimately derived from introductions to friends, family and colleagues of current clients. We are proud that a substantial portion of our clientele was originally introduced by another member of our client roster.