222 S. Mill Avenue
Financial advisors and wealth management firms aren't very good at being transparent about how they're compensated for the advice they give.
As a consumer, this is one of the most important things you need to understand before deciding who to work with... Not only does it affect the costs you incur, but it can affect the quality of the advice you receive.
We want to break that cycle and keep things really clear.
The way we get paid is really simple:
The annual rate is 1% on the first $1,000,000 of portfolio assets we manage, 0.5% on assets above $1,000,000.
The fee is split into quarterly payments, paid in-advance, they're always refundable, and it's the only way we're compensated.
No commissions are received to encourage us to push certain products over others.
No selling agreements are adopted to demand our allegiance to a certain investment or firm.
I don't participate in golf-outings with my 'Wall-Street Buddy' who wants me to put clients into his firm's investment product (I'm a terrible golfer anyways).
...We simply collect 1% on the first $1,000,000, 0.5% on assets above $1,000,000 in exchange for managing client portfolios, providing full-service financial planning, and supplying sophisticated wealth tracking and monitoring tools for our clients.