Fee Only
We are a fee-only firm, so we have NO conflicts of interest in making investment decisions. Our compensation comes only from you – NO commissions on transactions or any other sales related compensation. Fees are based on an hourly-as-needed structure, on a percentage of assets calculation, or on a retainer, depending on your needs and the value of your portfolio. All fees are open and transparent and will be discussed fully before any commitment on either side is finalized.
