Your Best Interests in Mind
It is of the utmost importance that you work with a financial advisor that places your best interest before their own. As a fiduciary advisor, we do not receive outside commissions, trading expenses, kickbacks, or any other form of compensation. This is all an effort to ensure our clients are receiving honest financial advice. Learn more about the importance of a fiduciary financial advisor.
Fee-only Fiduciary Financial Advisor
01
No Financial Planning Fees
We do not charge our clients any additional fees to go through the financial planning process. Our fee structure is simple, singular, and all-encompassing.
02
Periodic Rebalancing
We rebalance portfolios periodically to ensure a correct allocation. As part of our agreement with our custodian, most, if not all, ETF trades are commission-free for our clients.
03
Low-cost Portfolios
To help drive higher returns, our portfolios invest exclusively in (ETFs) Exchange Traded Funds. As such, the average fund expense ratio for the funds we use is 0.09%.
Financial Advisor Fees
Our fee schedule is designed to be fair and transparent. We want our clients to know exactly how we are getting paid, and our goal is to have happy clients that stay with us for the long term. We do not accept commissions or kickbacks for any products or advice we recommend.
Assets We Manage
Annual Fee
| First $2 million | 0.99% |
| Next $2 million | 0.79% |
| Next $6 million | 0.59% |
| Over $10 million | 0.25% |
While we don’t have an account minimum, we implement a minimum fee of $825 per month for our services. We don’t charge financial planning fees, onboarding fees, or other ancillary costs for our financial advice. Please view our latest ADV filing for a more detailed breakdown of our services and fees. As always, please feel free to contact us with any questions.