We are a fee only practice – our only source of compensation is the amounts we bill our clients at the end of each quarter for our services. Our fee is based on a percentage of the assets you invest with us. We begin at 1%. This percent declines as the assets you invest with us goes up. We do not have a minimum in terms of account size but we do have a minimum annual fee of $4,000. For clients with less than $400,000 to invest with us, we may not be your best alternative.

In some cases, we do negotiate an annual retainer or a project fee – call us for details.