Trusted Advisor and Advocate
We act as a Fiduciary for our clients, always acting in your best interest. We manage your wealth the same way we manage our own wealth and that of our families. We strive for objectivity and each decision is made with your personal situation in mind.
We are not affiliated with a large brokerage or wall street firm. We are a small nimble boutique firm unbiased by outside influences. We work for you. We are your trusted advisor and advocate.
We work for you. Our comprehensive approach to planning, investing, and tax means we are limiting the number of clients that our firm takes on. We are truly personal, intentionally small practice dedicated to serving you and our small number of clients.
Our fees are straightforward and easy to understand. We never collect any commission or referral fees. The only cost to you is our asset management fee. Below is our fee schedule based on the assets we are managing for you.
$2,000,000 - $4,000,000 1.0%