Fee-based Approach
Helping you to identify and manage your costs is an integral part of our Service Delivery process.
I believe that costs must be reasonable and sustainable for the people that we serve, which is why I run a fee-based practice.
Rates typically range from 0.75% to 1.50% based on the scope of your initial and ongoing Service and Investment Management needs. Fees are typically charged on a monthly basis and together we decide what account(s) should pay what fee(s).
