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.