Fee Structure:
Avoiding Conflicts of Interest

Our objective is to help you achieve your financial needs and goals, and we can do that only if you trust that our recommendations are in your best interest.

That is why we are independent, fee-only advisors. By eschewing affiliations with brokerage firms and forgoing commissions, we significantly reduce conflicts of interest. What’s more, as a fiduciary, we are legally obligated to always act in your best interest—it is an obligation that we wouldn’t have any other way.

We charge an advisory fee based solely on the assets we manage for you and the service we provide. In that way, you can feel confident that our advice is made in your best interests—not for someone else’s wallet.