Transparency of Fees and Service
Our fee structure is based on funds under advice, not transactions. Our focus is on the ongoing strategy and performance of your investments (not which assets will pay us the highest commission) and we have flexibility and independence to recommend any type of investment in any asset class.
These fees may be a fixed dollar amount or based on the value of your investment portfolio. We will advise you in writing about the fees and any other benefits, where possible in actual dollar amounts, in a Statement of Advice.