We will provide you with individualized service and attention. We take the time to understand your needs, goals, and family dynamics. We specialize in handling unusual assets and complex situations. We work with your advisors to administer your assets in a tax-optimized way.
No client is exactly like another client. Therefore, the services we provide and the fees we charge vary from client to client. We will be clear and transparent about the fees we will charge you. Please call us or make unlimited use of our intelligent website chat service and we will answer all of your questions!
All services and fees are customized to you.
In general, the more assets you entrust to us, the lower percentage your fee will be. Below is a partial summary of fees that we would charge with respect to a typical portfolio of stocks, bonds, ETFs and mutual funds. Please keep in mind that additional or different fees will apply to you based on your exact circumstances and the exact fee arrangement we customize for you.