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 or a flat monthly fee.
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. When new clients don’t meet our investable asset minimum, they have the option to pay $1250/month in year one and $800/month in subsequent years (until they meet the minimum).