Fees are always quoted to you before you sign on as a client, so there are no hidden fees. Our fees are straightforward:
Investment Instruments: From time to time, when we rebalance your portfolios, there is no transaction commissions incurred. There are also no exit fees when you redeem your investments.
We are a fee only financial advisory firm and this allows us to be honest, independent and competent to offer the most suitable solutions to our clients. We do not charge a fee at the first consultation meeting. Make an appointment with us today.