Professional services and fees

One Call Solves It All

From selecting investments to buying insurance to devising tax and estate planning strategies, we provide our clients with a "One Call Solves It All" approach to developing, implementing and updating their entire financial situation.

Every client receives advice or service from a dedicated and coordinated team of professionals, providing an opportunity for multiple relationships to form between our firm and our clients.

Fees

We charge an advisory fee based on the total assets under our firm’s management.*

We do not charge additional hourly fees, project fees or an annual retainer.

Fees are deducted directly from the account(s) under our management on a quarterly basis.

Our fees allow us to offer custom advice and personal service with the reliability of a Swiss watch.


*Excludes non-advisory accounts