We are compensated through an annual fee based on a percentage of the total assets you entrust to our care — known as an Assets Under Management (AUM) fee. Our fees range from 0.45% to 1.2%, depending on the size of your portfolio. As your assets grow, your fee percentage decreases.
In short - when your portfolio succeeds, we succeed. If you lose money, we lose money. Our motivations are aligned with yours.
Prefer to keep your assets where they are? No problem. If you still need a plan or professional guidance, we can work with you on a flat-fee based on level the service you need — no asset transfer required.
