Simple. Competitive. Transparent.
One of our core beliefs is that full transparency increases trust. To that end, we only receive compensation as follows:
$500 – $2,000 based on scope.
1% of assets under management: $1 million – $3 million .85% of assets under management: $3 million – $5 million Negotiated over $5 million
Based on engagement; typical range is $1500-$3000.