Unlike many traditional firms, we don’t charge AUM (Assets Under Management) fees. This means our focus isn’t on growing your portfolio just to collect a higher fee. We are a fiduciary practice, dedicated to providing you with unbiased advice tailored to your unique needs, free from any potential conflicts of interest.

Our compensation structure is designed to ensure that our only incentive is your success. We operate on a flat-fee basis, offering transparent, straightforward pricing with no hidden agendas. You can trust that our recommendations are always in your best interest, as we work solely for you.