Fees

Our fees are typically 1% of assets under management.  These fees will vary depending on the size of the assets we manage & the complexity of the situation.  Larger accounts (500k & up) may be eligible for a reduced fee schedule.  We will discuss and fully disclose our fee structure before we are engaged to provide service.  Additionally, some engagements may be billed on an hourly basis.  All initial consultations with new clients are complimentary.  We have found that our clients are quite satisfied with the value we deliver relative to our fees.