Fees will always be discussed and fully disclosed. There is no charge for an initial consultation.

It only makes sense for you, the client, to use our services and pay fees if it results in you making more money and getting more value for your investments.

In many cases the fee will be paid by the investment company whose product you use, rather than by you, the investor. Other services are available on either a commission basis, a fee based on a percentage of assets under management, or a fee based on a percentage of the increase in value of your account.