How our flat fee works

A better way for HNW investors to pay for sophisticated financial advice.

We assess an annual fee of $10,000 per year, paid quarterly. One fee covers an entire household, there are no limits on the number of accounts or the size of the portfolio.*  

We receive no commissions, kick-backs, sales charges, or placement fees. Our responsibility is to you. And only you.

*In especially complex cases, we reserve the right charge different entities (for example, a family foundation) a separate fee.