Fee Comparison

We are confident that our fees are lower than most premium money managers. After performing some extended research on fees, we came up with following fee comparisons:

Why so low?

Over the years, we have managed to keep our fees considerably low.  One of the main reasons is that we exhaust our fees strictly on management.  Unlike other firms, we do not advertise, and thus we have no advertising expenses embedded to our management fees.  We work on a client referral basis.  Most major firms have tied up millions and millions of dollars to their advertising budgets. 

Another reason why our fees are so competitive is because we utilize discount brokerage firms such as Charles Schwab and TD Ameritrade as our custodians.  They have very low transaction fees compared to a Merrill Lynch or a Goldman Sachs.  These discounted fees are only offered through an advisor. 

In the investment business, we are considered to be a "Boutique" company.  Having fewer employees allows us to keep our overhead costs to a minimum.