Trusted Advisor and Advocate
Fiduciary
As a Fiduciary, we always act in your best interest. We manage your wealth the same way we manage our own. We strive for objectivity, each decision made with your personal situation in mind.
Independent
We advocate for you. Because we are not affiliated with any brokerage firm we can remain unbiased, free from any outside influences.
Dedicated
Our unique approach to wealth management and its delivery is what clients really enjoy. Because of the comprehensive nature of this service offering we intentionally limit the number of households we serve so we can be dedicated to you and your families needs.
Transparent
Our fees are straightforward. We never collect a commission or referral fee. We charge a percentage of the assets we manage, noted below:
$1 - $4,000,000 1.0%
$4,000,000 + 0.45%
Minimum of $2,000,000 Invested