Fees

Our fees are simple to understand. On family group portfolios exceeding $1mm we charge .05% on all assets under administration. On family group portfolios with less than $1mm in assets we charge 1%. We still have commissioned based portfolios for transactional clients. All commissioned based transactions charge 1% with a minimum of $150.

A trusted relationship with a focused and experienced advisor who is willing to communicate his thoughts and strategy with his clients

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