FEES

% of Invested Value

0.9% on first $500,000

0.75% on next $500,000

0.5% on amount above $1,000,000

*No transaction costs when getting invested or rebalancing

*No fee charged on cash/money market

*Alternative investments and Insurance products not under wrap account will be dealt with individually.

So what does this all mean?  

Instead of charging commissions on each and every trade, our fee is based on percentage of assets invested. This means there are no transaction costs when rebalancing or getting invested. It also means that our goals align with yours, since our compensation adjusts based on the value of your account.