Passive Portfolio 

Lowest Cost Indexed ETF

Nominal Mark-Up 

Starts at 1/2 %

Account Minimums Apply

Active Portfolio

Designed to balance and counter passive portfolio.

1 1/4 % for first $1 million

 1/2 % for next $2 million 

Fees Cap at $3 million

Plans

Planning Tools are a complimentary part of asset management agreement.

A la Carte consulting starts at $1000.

Concierge

Service

Your Personal CFO

Completely Negotiable

based on value added.