Fees

Fees directly impact your net investment performance. Understanding how much you're paying, for what, and to whom is critical to managing and growing your portfolio. We communicate total fees and explain how they are charged. Our revenue is derived from fees based on assets under management - we do not get paid based on activity (commissions) or other conflicted, revenue-sharing arrangements. Most of our assets are in individual stocks and bonds, further reducing overall expenses.

We have three fee arrangements:

  1. 1.0% annual management fee for custom wealth management*

  2. Performance-only fee arrangement based on portfolio return

  3. Low-cost management fee arrangement: passive approach that can be suitable for certain clients (fees range from 0.4% to 0.6%)

*Clients with invested assets greater than $10 million may pay a lower fee.