Do you know exactly what you are paying?
Insist upon full disclosure!
Our Investment Management annual fees range between 0.40% and 0.85% of the investment assets under our management.
Our financial, tax, trust & estate planning annual fees range between 0.05% and 0.25% of the investment assets under our management.
As a "FEE-ONLY" firm, our compensation only comes from client-paid fees; not third party sales incentives, transaction fees, sales commissions, revenue-sharing, kick-backs, yield spreads, or other forms of third party compensation, gifts or gratuities.