Our fee is $50 plus 50 basis points, annually. That’s one half of one percent [or .5%] of the assets we manage for you.
For example, if we manage $5,000 for you, our fee is $75 a year ($50 + $25).
The road map to your future
We believe the best advice is well informed. That’s why we offer complimentary financial planning to all of our clients. We’ll work with you to set goals and build a customized plan that suits your unique path. The better we get to know you — the better we can help you invest.
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