Our business model seeks to eliminate as many conflicts of interests as possible, including how we get compensated. We don’t receive compensation or commissions for selling any products or investments, and we don’t receive referral fees from any accountants, attorneys, or other professionals.
We strive to offer our clients great value and transparency with our fee schedule. Our investment management services fees are charged as a percentage of the assets under management according to the following annual rate schedule – designed to lower your marginal rate as your assets grow:
Value of Assets Under ManagementMarginal Annual Rate First $2,000,0000.85% Next $1,000,0000.70% Next $7,000,0000.50% Above $10,000,0000.40%
You can find more details about our fees, expenses, and compensation in our Form ADV Part 2A Item 5 and Form CRS.