There are several levels of fees and costs involved with managing one’s assets. There are mutual fund fees, trading costs, and management fees to consider. We attempt our best to keep these costs low as possible for our clients without sacrificing quality and service. As a part of our cost effective approach to investment management, we typically use no load low cost mutual funds and discount brokerage firms. We have also kept our management fees at a very competitive level. We charge a flat management fee, and it is based on the amount of service we provided and not on the size of one’s portfolio. |