We work only for our clients and only in their best interests.
Our fees are based on assets under management and our rates are competitive with other registered advisors. We do not sell investment products in order to get paid by the vendor offering them. We do not accept any commissions, referral fees, sales loads or other incentives from any third parties. All compensation comes directly from our clients and is clearly and fully disclosed. This means we work for you and only for you.
This fee-based compensation structure eliminates the potential for certain conflicts of interest. Our primary aim is helping you meet your investment goals and objectives. Our independence and objectivity are among our strongest competitive advantages.