A Partnership Built on Transparency.
What Does our 1% advisory fee provides?
Think of our fee as an investment in a dedicated teammate. We handle the complexity so you can stay focused on what matters most.
- Your "Steady Hand": Markets get noisy. We’re here to talk it through and keep you focused on your long-term vision, helping you avoid stressful, emotional choices.
- Portfolio Health: We’re always "under the hood" rebalancing and researching, making sure your investments stay in peak condition.
- A Roadmap for Real Life: We build a living strategy that connects your retirement, taxes, and legacy into one clear, easy-to-follow plan.
- A Personal Partnership: We are your first call for any financial question. Through regular catch-ups, we make sure you always feel heard and informed.
- Custom Guardrails: We build your strategy around your specific comfort level, ensuring you have the right balance of growth and protection.
A Note on Total Costs
We believe in total transparency. There are typically two parts to what you pay when investing:
Our Advisory Fee (1%): This is for the personal guidance, the roadmap, and the hands-on management we provide together.
The MER (Management Expense Ratio): These are the internal costs charged by the funds themselves (like ETFs) to stay up and running.
Why this matters:
We keep a very close eye on these internal costs for you. A big part of our job is selecting high-quality, low-cost funds so that unnecessary fees don’t quietly eat into your progress. Our goal is to keep as much of your return in your pocket as possible.