Fee Only Financial Advisor

What does Fee-Only mean?

It means that we are not compensated for investment transactions.
It means that we don’t receive commissions, rebates or other types of soft-money of any kind.
It means that you know exactly what you’re paying for and why.

Why consider a Fee-Only Advisor?

Fees are fully disclosed and easy to understand.
The financial interests of the advisor and client are aligned.
We can bundle services into the fee, which is difficult to do in a pay-per-transaction relationship.
We have the freedom to make recommendations without raising suspicion of churning or acting in other manners of self-interest.

Source: The National Association of Personal Financial Advisors (www.napfa.org) member since 1991

Our fee structure for investment management is 1% for the first $2,000,000 and 0.5% for amounts over that amount.  New clients should have a minimum balance of $1,000,000 of assets available for investment.

Services beyond investment management may incur additional fees based on the complexity and scope of the client’s circumstances.  All fees will be clearly disclosed in advance.

Contact us  for more information.