Annual Management Fee Structure
Regardless of how many portfolio changes are made annually, clients are charged a flat annual fee for professional services. We do not charge any additional fees for financial advice, education or consulting services. Because of an ever changing economic and political environment, client portfolios are structured for small adjustments throughout the year. This gives us the opportunity to take advantage of these economic trends in a timely manner. Annual management fee billing (versus transactional commissions) is the most cost effective way of making portfolio changes during the year.