How

We consult with the clients, look at the scope of the work we will be doing and recommend the compensation arrangement we feel is most advantageous for them. You, the client, will make the ultimate decision.

Our flat fee is 1% annually of the assets to be managed, calculated and debited from the accounts on a quarterly basis.

We have the ability to be compensated for the value we create through commissions, flat fees, or a combination. Commissions vary depending on the specifics of the transaction.

The minimum combined account size is $100,000 per household.