We provide financial planning and investment advice on a fee-only basis. We charge fees in one of three ways:

  • Fixed fee
  • Hourly fee
  • Percentage of investment assets under management

Fees vary depending on the services required and portfolio asset size. All fees are disclosed
in writing.

Our fees are extremely competitive. Our office is professional and functional but not lavish. Our administrative functions are highly automated and efficient. This translates into lower fees for our clients.

We are a registered investment advisory firm that is not associated with a broker-dealer (BD).