Fees

Charges for our services

Although not totally unique, we are in the minority (5%) of registered advisors who work solely fee-based.

Our fees are based on growing portfolios, so when the client makes money we make money, when the client loses we also lose. We do NOT carry additional licenses in order to collect commissions on the sale of stocks, bonds, mutual funds or variable annuities. They look at this as a conflict of interest.