Get To
Know Us

Our Fees & Custody of Assets

As fee-based advisors, we work for you alone as fiduciaries. Our fees are straightforward and transparent, and your assets are safeguarded by a trusted, third-party custodian.

  • Fees for portfolio management and retirement plans billed as a percentage of assets under management
  • Fees for financial planning, charitable planning, heritage planning, and strategy-specific planning based on scope of work and billed as a flat fee.
  • Additional consulting services billed as a flat fee according to the nature and scope of work
  • All assets held by an independent third-party custodian