Fee Structure
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.