Fee Based Compensation

Fee based compensation is extremely important because it links our financial success together.  Our compensation increases or decreases in direct proportion to the value of your investment assets.  Fee-based compensation gives us the incentive to actively manage your assets and gives you the confidence that your assets are always being monitored. 

Our fee schedule begins at 1.0% of the investment assets that we manage, with a minimum annual fee of $2,500.  Often times our clients have personal savings accounts, trading accounts, and/or custodial accounts that we do not manage actively, thus no fee is charged on these accounts.  In any event, we fully disclose our fees to you in advance within our consulting agreement.  We do not receive additional compensation to market proprietary products or the products and services of other companies; therefore your financial interest always remains first on our priority list.