We work with clients from a big picture to a detailed level to understand their dreams and risk tolerance before recommending a portfolio management strategy. Customized portfolio design will depend on both long-term goals and short-term needs. Our ultimate desire is to preserve and grow the clients’ capital and resources to defend and grow their wealth across the many phases of life.
We’re committed to offering a great value to our clients when it comes to our fee structure and the service and advice we offer. We do not typically charge transactional or administrative fees or earn commissions on transactions like traditional brokerages and banks. We normally work with our clients under an annual percentage fee, based on advisory assets under management. Our management fee will rise and fall as your account balance fluctuates. If your account balance goes up, so does the amount paid to us. If your account balance declines, so does the amount paid to us.
Does your portfolio fit you? Find out by clicking the button below: