We Structured Our
Business Around You
We believe and it’s been our experience that your investment in our services will help guide you to greater wealth and save you time and effort along your journey in life.
For our comprehensive wealth advisory services, we charge an annual fee calculated as a percentage of your assets under our management. While we don't impose an account minimum, generally, our clients have an investment portfolio value of $1,000,000 or more.
|Assets Under Management||Annual Fee|
|$0 - $2,000,000||1.00%|
|$2,000,001 - $5,000,000||0.75%|
|$5,000,001 - $10,000,000||0.50%|
|$10,000,001 - and over||0.25%|