WE’VE DESIGNED OUR LEGAL STRUCTURE TO MINIMIZE CONFLICTS OF INTEREST.
WE ARE A FEE-ONLY, REGISTERED INVESTMENT ADVISOR AND A FIDUCIARY.
WE are PAID VIA A PERCENTAGE OF THE ACCOUNT BALANCES WE MANAGE.
We are compensated only by our clients.
Due to the time-intensive, comprehensive, accountability-focused nature of our work, new clients must have investable assets of at least $1,000,000.
For new clients who don't meet this investment minimum, our minimum annual fee is $15,000.