Fee Schedule

Two different options available for you to choose:

1. Fiduciary*

1% $0 - $1,000,000
.75% $1,000,000 - $3,000,000
.50% $3,000,000+

*Fiduciary relationship can only exist for advisory services. This includes financial planning and other ancillary services.

2. Brokerage

Commission paid by trade
Financial planning - $225 an hour

If you’re not sure which program is best for you, we’re happy to help you decide. Contact us for a free consultation.

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