The fee schedule above is quoted as an annual fee. We typically charge directly to clients’ accounts monthly in arrears with clients’ prior consent. Monthly fee is one twelfth of the annual rate.
Fee-based advisers can take commissions and share sale charges or be compensated by brokerage firms and mutual fund companies for selling their products.
We believe that as a fee-only adviser our interests fully align with our clients and focus on the best interest of our clients.