Our Fees: Our service is priced to be competitive and aligned with your interests.  Annual fees begin at 1% of assets managed and drop considerably for larger accounts.

Other Costs: We also pay our cost to trade (to keep the percentage fee low) and we strive to use investments that have minimal internal expenses. Mindful trading and indexing make these a small fraction of clients’ overall cost.

With answers to a few questions, we’ll quickly estimate the percentage fee, internal expenses, and trading based on your situation and the size of your portfolio.  By the end of our introductory process, you’ll know exactly what you’re paying now and how we compare to that.