Q: What do you mean when you describe yourself as a fee-only, independent Registered Investment Advisory firm?
We charge a transparent advisory fee based on a percentage of your assets being managed. Our fees start at 1%, and decrease as you reach various asset levels. We accept NO commissions or any other potentially conflicting incentives from outside sources. Because our clients are our sole source of compensation, we can best align our interests with yours.
We also are intentionally structured as an independent Registered Investment Advisory, which commits us to always advising you according to your highest financial interests in a fully fiduciary relationship. In contrast, those compensated by commissions or playing dual employee/advisor roles often have two “clients” to serve: you, and the firms whose products earn them compensation.