Fees

Our fees are negotiated dependant upon the extent of the services and complexity of the assignment. We are paid monthly or quarterly, and our fees are generally less than what is charged as a percentage of assets, especially when compared to the wider range of services and the unlimited access we offer to each client. In some circumstances individual services can be provided and billed on an hourly basis.

Never a Conflict of Interest

We are compensated only by our clients, and have no conflicts of interest with them. We accept no remuneration directly or indirectly from any money manager or vendor that we may hire to work on behalf of our clients. What is in our clients' best interest is in our best interest, capital preservation and investment returns that are consistent with our client's risk profile.