The Fee-Based Advantage

Unlike some advisors who earn commissions on sales of investment products, we offer fee-based investment management. You are charged a low annual fee, which is paid on a quarterly basis. In this way, your financial advisor’s compensation is ultimately based on the performance of your investments. As they increase in value, so will your advisor’s compensation. We believe this approach puts the incentive where it belongs, on the long-term performance of your investments.