We typically charge an annual fee based on the amount of assets that we manage (AUM) for you. The fee structure is tiered, meaning the more that we manage the lower the overall percentage is. We are happy to discuss the fees in our initial meeting and reserve the right to negotiate the fee as we see fit.
We broke down our fee structure to ensure that the time for each of the 7 Services that we provide was factored into the fee that we charge for every client that we work with. We are proud to offer the in-depth of wealth services that we do and value the amount of time that we spend with each client, every year.
