Fees: Higher Level of Service at a Lower Cost
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
One advantage to a fee based approach is transparency and tax-efficiency - we use products that reduce your management cost and provide a tax deduction for any fees charged. 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.