Fees

Our investment management fees start at less than 1% annually and drop from there. If you shop around you may find our 0.8% fee attractive for a globally diversified portfolio featuring dividend-paying stocks, closed-end funds, and individual corporate bonds.

On the fund side, our use of exchange-traded funds result in a much lower expense ratio than most traditionally managed mutual funds.

Finally, none of the investments we purchase for clients generate referral income to our firm, which make our recommendations conflict-free.

---