Competitive, Transparent Fee Structure Aligned to Your Interests

Our fee structure is straightforward: we charge a percentage of assets under management annually based on the size of your accounts. Unlike many brokers, we do not earn commissions on trades, and our incentive is not to "churn" your account. Basing fees on the amount of assets we manage aligns our incentives with your best interests. In other words, we do better when your portfolio does better. If you make less, we make less. For many clients, our fees have proven to be lower than what they were previously paying.