Fees
The value of an independent fee-only Registered Investment Advisor (RIA) lies in the commitment to trust, transparency, and putting your best interests first. As an independent RIA, our loyalty is solely to you, our client, ensuring that the financial guidance we provide is unbiased and tailored to your unique needs.
As a fee-only firm, we are compensated directly by our clients, rather than through commissions or incentives from financial products. This transparent fee structure ensures that our recommendations are free from conflicts of interest, and our sole focus remains on helping you achieve your financial goals.
No matter who you work with, choose an independent fee-only RIA for a wealth management partnership that truly values your financial well-being.
An Asset Under Management (AUM) fee is a straightforward and transparent method of charging for financial planning and investment management services. It is based on a percentage of the total assets being managed on your behalf.
This fee structure aligns the interests of the firm with your financial success, as the firm's compensation is directly tied to the growth and performance of your portfolio. The AUM fee covers various services such as investment management, financial planning, and ongoing advice, creating a simplified and comprehensive approach to costs.
Our transparent AUM fee ensures that you understand the costs associated with our services, allowing you to focus on achieving your financial goals with confidence and clarity.
Our fee schedule is listed below. Our managed asset minimum is $1,000,000. Exceptions to the minimum are made at our discretion.
