We believe transparency is essential to a trusted relationship.

We are committed to helping you understand the services available to you, and when we are acting in an investment advisory or brokerage capacity, and the applicable fees, commissions, and other costs.

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Our Fees & Commission Schedule

ADVISORY FEES

Table showing asset management fees: Assets $0-$249,999 with 3.00% fee; $250,000-$749,999 with 2.50%; $750,000-$1,499,999 with 2.00%; $1,500,000-$4,999,999 with 1.75%; over $5,000,000 with 1.50%.

FINANCIAL PLANS

Households under $1,000,000: $1,000 per plan

Households $1,000,000+: plans are complimentary

ADDITIONAL

Growth Accounts: Clients may elect a higher-risk growth strategy investing primarily in individual stocks and ETFs. These accounts are generally commission-based, with transaction fees ranging from 1.00%–3.75%, depending on trade size. Participation is optional and determined based on each client’s objectives, risk tolerance, and preferences.

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Client-Centered

Our business is built on a foundation of thoughtful client relationships.