Fees

I believe you should pay a predictable and fair fee for any services I render. This usually involves managing assets with an annual management fee, dependent upon what style of management you prefer and how much you’re asking me to manage. Sometimes it may make sense to pay some fees on a per-transaction basis to lower costs or take advantage of various products, however most clients may find it more acceptable when their costs are tied to the performance of the investments I’ve recommended for them. Fees are typically charged from the underlying assets, precluding you from having to initiate any bill payments. For more information on how specific fees would apply to your unique situation, click below.