Straightforward compensation
Fees
Our compensation is the fee we charge, based on the size of the portfolio.
Fee schedule
This structure is intended to reduce conflicts of interest and avoid compensation tied to selling financial products.
Investment management
On all invested capital
0.75%
401(k) advisory
Acting as a 3(38) advisor; Vanguard plans exclusively
0.50%
Minimum relationship size
Minimum portfolio size
$1,000,000
Fees and services are subject to the firm's governing agreements and disclosure documents. Those materials should be reviewed before engaging the firm.