Our service is priced to be competitive and aligned with your interests.  Annual fees begin at 1% of the first $1,500,000 assets managed and then drop to .5% of all additional assets managed.

With answers to a few questions, we’ll quickly estimate the percentage fee, internal expenses, and trading based on your situation and the size of your portfolio.  By the end of our introductory process, you’ll have a good understanding of what you’re paying now and how our fees and costs compare to that.