We serve as your trusted confidant. You have amassed wealth, and you desire financial security so that you can spend your time doing the activities you enjoy. Our Asset Management fees are some of the lowest in the industry and include ongoing financial planning.
We consult with you on an ongoing basis and are paid through an annual flat fee. You prefer some autonomy when managing your assets, but still desire a long-term, ongoing advisory relationship.
We contribute to your overall financial advisory needs and are paid hourly, as-needed. You generally are a do-it-yourself planner and investor whose financial picture is simpler and more manageable.