Fees

Our fee-based approach puts the interests of our clients first.  Our only compensation is the fee we charge, which is based on the size of your portfolio.  This allows you to receive the best financial advice without having to worry about conflicts of interests or being sold an inappropriate financial product that benefits the advisor but not you. Moreover, we take pride in having some of the lowest fees in the investment advisory business.  Our fee schedule is as follows:

• .75% on all invested capital

• .50% acting as a 401k advisor in a 3(38) capacity. We work exclusively with Vanguard 401k plans.

Our minimum portfolio size for wealth management is $1 million.