Pricing, pure and simple
Unlike most firms, we love talking fees!
As a no load advisory firm, our clients typically save more than 25% off their management fees and profit from a true ‘win-win’ relationship. Our advice is objective, unbiased, and without conflicts of interest; and our management fees support these values in every way. We are portfolio managers, not brokers or mutual fund representatives, and our firm’s fee structure reflects this subtle but stark difference.
Some of the key benefits and attributes of our management fee structure are provided below:
Our fees are based purely on the market value of the monies we manage for you, not which investment vehicles you buy or sell through our firm. This ensures that our interests are perfectly aligned to grow your portfolio in value and stability. Ultimately, as your portfolio increases in value so do our fees, and vice versa, which provides you and our firm with a true ‘win-win’ relationship.
Our portfolio management fee of 1.95% includes all fees which we charge for financial planning, will and estate planning, and tax preparation.