What We Charge

We are dually registered wealth advisors, offering both fee-based and commission-based services.

The core of our business is built on a unified fee schedule that ensures transparency and aligns our interests with those of our clients. We operate on a ‘no fee in, no fee out’ model, emphasizing our commitment to eliminating conflicts of interest.

We structure our fees based upon an “assets under management” model in which the fee on your account is tied to the value of your account. This puts both of us on the same side of the table so that we do better when you do better.

Our ‘breakpoint’ fee schedule is as follows:

  • 1.00% for assets up to $1 million
  • 0.75% for assets between $1 million and $3 million
  • 0.50% for assets between $3 million and $10 million
  • 0.25% for assets over $10 million

While the majority of our business operates under our standard fee model, we have intentionally retained licenses that allow us to broker certain products for clients when these options align with their long-term financial needs and goals. This strategic decision offers us the flexibility to provide additional tailored solutions on a case-by-case basis, demonstrating our commitment to serving our clients’ best interests.

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