Our Services
Asset-Based Fees

Asset-Based Fees Align Our Goals

My objective is to provide steady capital appreciation through a long-term, conservative approach to investing. I feel that the traditional commission-based system of charging a fee every time a trade is executed conflicts with this ideal. To better serve the long-term goals of my clients, I charge an annual administration fee as a percentage of total assets. This fee structure better aligns my goals with my clients’: as the portfolio grows, we both benefit.