What I Charge

I have taken specific steps to ensure a few very important things when it came to the construction of my practice: I serve as a fiduciary to my clients which means I have both an ethical and a legal obligation to put clients’ interests before my own in all the recommendations I make.

Since we are an independent, retirement-specific firm that specializes in helping our clients at the point of retirement – our compensation is fee-based, driven by a simple percentage of assets under management fee. Relative to other firms, you’ll find our fees very competitive. Our portfolios are constructed using institutional class, no-load mutual funds and exchange traded funds. We strive to keep costs as low as possible, so clients can keep more of their return (the way it should be). Some investment strategies may compensate our firm in the form of a commission. If you have any additional questions just use the contact form on this site and we are happy to provide an estimate for your situation.