Fee-only investment management means that our economic interest is aligned with the client’s best interest. When we have good years, we all benefit together and when we have more challenging years, we all share this burden together. We receive no compensation except directly from our client. All fees are debited quarterly in arrears from client accounts.
We charge no additional fees for planning, meetings, etc. for our investment management clients.
Our services are comprehensive which means we want to assist with estate planning, risk planning, and other needs by bringing in specialists as needed for clients.
Partners in Your Financial Journey
A journey is a long-term event and we want to be your personal financial guide along the way. We will coordinate your investments to align with your true financial needs and coordinate your other needs with appropriate professionals such as attorneys, accountants, banking/lending institutions, and insurance agents. We have access to local Trust Services also and can coordinate those needs. We will go with you to these meetings to help ensure goals match up with services. There is no additional fee as our services are comprehensive.
We accept nor pay any referral fees.
