Our Fees

Our service is customized to meet the needs of each individual client. For some clients a fee-based advisory account is the best option, however others might opt for a commission-based structure. We believe in educating each client on all of our platforms and letting you decide which of our competitively-priced programs is right for you.

Our most typical arrangement is to establish a fee-based advisory arrangement with our clients based on their total assets under management. Under this program, a competitive fee is automatically deducted from your accounts on a quarterly basis. The minimum account size for this program is $50,000.

Some clients will select a traditional brokerage account for their portfolio. Instead of a quarterly advisory fee, a commission is charged when transactions are executed. Depending on your goals and the size of your portfolio, this program might be appropriate.

Financial planning and consulting charges may be billed separately at an agreed upon hourly rate.

During our introductory meetings, the benefits and precise costs of all of our programs are fully disclosed to you, so that you can make an informed choice as to which of our programs is right for you.

Contact Us today for a free no-obligation initial consultation and comprehensive portfolio review of your existing investments.