Our Fees

Our fees are simple and easy to understand and we are always happy to discuss them with our clients.

• We offer new prospective clients a free one hour consultation.

• We charge a fee for Portfolio Management Services. This fee is an annual percentage and varies based upon the amount of assets under management. Fees are assessed quarterly.

• Consulting services are charged on an hourly basis. The hourly rate varies according to the complexity of the assignment and reporting needs.

• In circumstances where we are paid a commission by a third party, we discuss this with our client in advance.