Fee-Only Advice

We have only one source of income: the fees we receive from our clients. We do not accept any fees or commissions from any investment that we recommend to you. Our basic fee schedule is:

0.7% on the first $4,000,000 of assets

0.5% on the next $4,000,000 of assets

0.3% on the next $4,000,000 of assets

0.2% on the excess over $12,000,000 of assets

We support our foundation, endowment, and not-for-profit clients with a reduced-fee schedule:

0.7% on the first $4,000,000 of assets

0.5% on the next $4,000,000 of assets

0.1% on the excess over $8,000,000 of assets

Our minimum annual fee is generally $15,000.

For qualified, participant-directed retirement plans, we design portfolio options within a structure that incorporates custodial services with plan recordkeeping and administration.  We apply a separate fee schedule for these qualified plans.

Interested in working together? Click here to send us a message and let us know how we can help.  Or you can call us at 724-934-3200.