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.