Our fees follow a tiered pricing structure based on your level of investment.
Amount Invested
Advisory Fee
$0 to $249,999
1.15%
$250,000 to $499,999
1.00%
$500,000 to $999,999
0.90%
$1,000,000 to $1,999,999
0.70%
$2,000,000 or more
0.50%
Fees based on account balance
Historical performance
We evaluate each recommended investment product against historical benchmarks, carefully weighing risks against rewards.
Risk assessments
We evaluate your tolerance for risk, thinking about how you’d respond to various financial outcomes.
Portfolio analysis
Looking at your current investments, we seek to identify strong and weak spots to plan for an even brighter future.
Target allocation
Considering the universe of possible investments, we begin to recommend the right asset mix to help you reach your goals.