A fee-based structure.

We charge a fee for the investment management services we provide, as opposed to “commissions” or “loads” based on transactions.

Our fees are based on the size and composition of your portfolio. As fiduciaries, we are not incented to trade or transact, but rather to protect and grow your investments. We are paid to do what you would do if you had the time and expertise to dedicate to managing your investments.

Also included in our investment management fees are our wealth management services such as financial, tax, estate and succession planning – added value for your money.