What types of clients do you work with?
We work closely with investors who are looking for truly objective advice.
What is your minimum client size?
$500,000 in household assets - although we at times make exceptions.
How Do You Get Paid?
By no one but by our clients. Our fee schedule is tiered, and is as follows: 1% annually, on the first million. Then, 0.5% on anything between 1 and 2.5 million. The fee is reduced to 0.35% on any balance above 2.5 million.
Do you hold your clients money or accounts? No. We use custodians like as Charles Schwab to hold client accounts. We use an interface to make transactions and can assist with paperwork.

Can a small firm really be as good as a big one? Yes. In fact, we believe independent investment advisors are often ideal for many investors. Our independence of an opens up virtually the entire universe of custodians, investments, research, and products. The only thing we don't have is proprietary products and sales pressure.