“You can’t control the markets but you can control the fees you pay to invest in them”
We don’t like conflicts of interest and we know you don’t like them either, so we don’t earn any fees from anyone other than what you pay us. When you know the only compensation we get is from you then you can be confident that we will always put you interest first.
We understand that paying high fees for managers that don’t add value is one of the biggest detractors from your long term performance. We don’t use managers that charge high fees with the hope those managers will outperform by enough to justify their high fees
We recognize that we have to earn your trust and your business every day. We believe the services we provide offers you value worth far more than its cost.
Our Fee Structure
We charge one fee for all of the services we provide based on assets under management. Our fee structure means that we do better as your portfolio grows. All of our fees are transparent and fully disclosed. There are no hidden fees, and no commissions.
| FIRST 3MM | 0.90% |
| NEXT 2MM | 0.70% |
| THEREAFTER | 0.50% |
Minimum account size is $1M in investable assets