Fees

Our fee structure is simple. It's based solely on assets under management. (We do not make commissions on transactions.) This transparent fee structure effectively aligns our incentives with our clients.

Many underestimate the importance of low expenses for good portfolio performance. Every dollar kept in a client's portfolio is more money growing in the market, and every dollar lost in expenses means potentially having to take more risks with the remainder to keep up. High fees can be a major reason so many investors don't beat the stock market. To truly help clients attain good performance with low risk, we are committed to reasonable fees that keep our interests aligned with our clients' interests.