Fees: Higher Level of Service at a Lower Cost

Standard Accounts

Most mutual funds have an imbedded annual management fee of 1-2.5% varying per investment. It's important to understand what the underlying costs are so that we can help you maximize your wealth. 

Fee Based Accounts & Managed Accounts

One advantage to a fee based approach is transparency and tax-efficiency - we use products that reduce your overall management cost and provide a tax deduction for any fees charged. This approach is more meaningful when total assets under management exceed $500,000.

Discretionary Portfolio Management:

With this approach our team actively manages your portfolio on your behalf, making timely investment decisions to keep you on track with your goals. This option offers a customized strategy and professional oversight for a streamlined investing experience. This approach is more meaningful when total assets under management exceed $500,000.

Contact us today to learn more about which solution is right for you.