Pricing

Investment Management With Transparent Pricing

Confused or suspicious about what and how you are getting charged? We made it simple--one fee only. No commissions, transaction fees, loads or any other management-related fees. And since we only use stocks and bonds, and no financial products, in your account, there is no double-dipping with third-party fees.

Read more about why we only charge one fee.


One Fee Only

Our management fee is the only fee, so you know exactly what you are paying.

Commission Free

No commissions ensure that all activity is being done for your benefit.

Aggregated Pricing

Accounts within the same family benefit from aggregated pricing.

Average value of assets Annual fee - Percentage of assets
$50,000 - $750,000 1.5%
$750,001 - $1,500,000 1.25%
$1,500,001 - $5,000,000 1.00%
more than $5,000,000 0.85%

* Management fees are billed monthly directly to your account.