We're committed to keeping your costs low while delivering exceptional service. Here's the breakdown:
- Financial Planning: Free for new clients who invest with us. We'll create a tailored plan to help you achieve your goals—no strings attached.
- Investment Management Fees: Our ongoing fees are competitive and follow a sliding scale. The more you invest, the less you pay as a percentage of your assets.
- Insurance Commissions: We receive commissions from insurance companies for the sale of insurance products. These are determined by the insurers, not by us.