Fee

We offer competitive rates and fees for all of our services.

As your wealth increases and you consolidate more wealth under our management, our asset-based fee percentage decreases.  As part of our commitment to offer integrated services, we provide investment advisory clients with a 10% fee credit that can be used towards financial planning and individual tax services.  This extends the benefits and value of our services and is our way of saying “thanks” for your trust in us.  We also gladly offer a 10% discount on all services for clients upon reaching their 70th birthday.