We believe in transparancy
No one likes talking about fees, but we believe it is important to be transparent and up front about the cost.
No commission products or hourly fees
We do not sell investment products or get paid a commission on an investment we recommend to you. Have a question? Reach out to me, you will not receive a bill in the mail.
1% annual advisory fee with a $300,000 asset minimum
Our annual fee starts at $3,000. If you have $300,000 already saved in investable assets, (IRA, Roth IRA, or brokerage account) the fee is taken out of your investment account.
Still, saving to hit $300,000? No problem! We can work together for a $250 monthly subscription fee paid from your checking account!