Fees: Higher Level of Service at a Lower Cost

Standard Accounts

Most mutual funds have a management fee included 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. The fees allow us to manage your investments for you so you don't have to.

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.