Our Fees

Fee-Only Investment Advisors

As fee-only registered investment advisors, we offer unbiased financial advice to help you reach your goals.  We charge a management fee based upon a percentage of the value of the assets we manage. The fee is an annual percentage fee, and is billed quarterly by taking the value of the managed assets at the beginning of each calendar quarter and applying one-fourth of that annual percentage fee.  As fiduciaries, we do not collect commissions or accept incentives for the investments we recommend.

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