We Are Only Paid by You. No One Else.

 

This means that everything we suggest serves to benefit you, and you only. Our sole motivation is your success — not a commission.  

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What It Costs:

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We charge an annual advisory fee based on your net worth, the amount of work required, and our ability to provide value. The minimum fee is $6,000 which is for basic situations and people just starting out.  Most fees are higher.  Before engaging work with any client, we fully explain the costs and potential benefits of working together.

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The annual fee covers all meetings, phone calls, and other communication. This is an open-ended agreement that you may terminate at any time.