How are you compensated?

Asset management fee. The majority of our clients prefer an annual asset management fee, as do we. The fee basis is more straightforward by nature, allows more flexibility, and ensures that we sit on the same side of the table as our clients. The annual fee differs for each client based on the size of the assets entrusted to our management.

 For the full program fees, clients can refer to the client agreement and the firm's ADV