"We do not charge account minimum fees, transaction fees or commission fees."
We are a Fee-Only Registered Investment Adviser firm. We solely offer investment advice. We do not charge account minimum fees, transaction fees, commission fees, or whatever else fees charged by many financial advisors. We don't sell annuities or other insurance products.
Each client’s fee is determined and agreed upon before signing any contract and is based on the below prices. This eliminates conflicts of interest that would interfere with our ability to act as a fiduciary for our clients. You can visit www.NAPFA.org to learn more about what it means to work with a Fee-Only firm.
Also, our fee is charged every three months in arrears. This means, if you decide to leave our services within the first 90 days of joining, you will not be charged a fee.
Finally, our fee is only charged if your returns NET of our fee exceeds the returns of the S&P500.
Up to $500,000
$500,001 - $5,000,000
Performance fee for Qualified Investors as defined by Rule 205-3
The performance-based fee is 20% of outperformance over the S&P500 (GSPC). This additional performance-based fee is calculated every year from the date of the Client’s original contribution. The Annual Performance Fee is in addition to the standard advisory fee disclosed in the fees table.
"Remember, if it doesn't beat the S&P its free!"