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Extremely Simple Fee Structure

No Commissions, No Hidden Fees, No Commitment

We manage our clients' portfolios at Charles Schwab and/or Fidelity. We only charge on the assets that we manage. Your money is not locked up, there are no penalties for leaving, you can cancel anytime.

Our Fee Schedule

Assets Under Management

Annual Percentage of Assets Charge

$0 - $3,000,000 1.0%
$3,000,000 - $5,000,000 0.85%
$5,000,000 - $10,000,000 0.75%

*$10,000,000+ Contact us to discuss your specific situation.