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Why Fee-Based?

When you do better, we do better.

When you do better, we do better.

As a Registered Investment Advisor, our goals are completely aligned with yours. Fee-based investment advisors have a fiduciary responsibility to act in their clients’ best interest. This means that they do not accept fees or compensation based on product sales.

As a fee-based advisor, we are directly incentivized to help your investments grow. Our fees are based on the assets we manage for you, not on trading activity or product sales. As your assets grow, we grow, too! This approach strengthens our relationship with our clients as maintaining portfolio growth benefits us both.

Unbiased Investment Recommendations

No commissions are paid to the Registered Investment Advisor.

Registered Investment Advisors Act as a Fiduciary

A Registered Advisor is required to act in your best interests when performing their service.

Low Transaction Fees

Our custodians were chosen based on their low transaction fees and quality of service.

Access to a Wide Range of Investment Choices

We offer stocks, preferred stocks, exchange traded funds, mutual funds, closed-end funds, and option based portfolio management strategies.

Quality Customer Service and Portfolio Management

More focus on growing your account and less on client acquisition. (Quality vs Quantity)

No Long-Term Commitment

You can choose to end the relationship at any time.

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