ANNUAL ADVISORY FEES

Annual Advisory Fees range between $1,000 and $5,000, depending on the level of service selected.

Below is a list of services that are included with our most basic level of service (Level 1) for an annual advisory fee of $1,000:

  • Model Portfolio Access
  • Risk Evaluation
  • Investment Policy Statement
  • Portfolio Rebalancing
  • Portfolio Reporting
  • Client Web Portal
  • Wealth Management Portal
  • Year-End Review

In addition to the Advisory Fee, clients may be subject to transaction fees associated with the purchase and/or sale of securities in  the account. We do NOT receive any compensation from the brokerage firms.  Annual advisory fee charged to our clients is our ONLY source of compensation.

If you would additional information regarding our fees, please provide the following information:
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