We are a fee-based investment advisor and charge a percentage fee based on a client’s total assets under management (AUM). We feel this aligns our interests with yours when managing your account; as the total value of your accounts changes, our fee moves in tandem as it is a set percentage of total AUM.  We also offer fee reductions as a client’s total AUM grow and achieve certain thresholds, or breakpoints. We do not sell any proprietary products or engage in investment banking which can lead to conflicts of interest. Please contact us for our fee schedule.