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Our Mission Statement

Our mission has been to put our clients' interests first and foremost.  Through continuing education and training our advisors stay 100% committed to the financial success of each of our clients.

 

Who Are Our Clients?

  • Individuals
  • Families
  • Trusts
  • Businesses
  • Corporate Retirement Plans
  • Charitable Organizations

 

Annual Fee Schedule:

Assets Under Management

Annual Fee

Less than $250,000

1.00%

$250,000 to $2,000,000

0.75%

$2,000,000 to $5,000,000

0.65%

Greater than $5,000,000

0.50%

*All Fees are Subject To Negotiation at Advisor's Discretion

 

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