We are committed to providing our clients with exceptional service aimed at delivering meaningful results. In support of this commitment, we have developed a simple yet impactful Service and Experience Standard, which we refer to as the Service and Experience Commitment.
Service and Experience Commitment
- Always act in our client’s best interest; do what is right not what is easy.
- Build and maintain a personalized, goal-oriented, client-attentive practice with a focus on integrity, transparency and financial responsibility.
- Create memorable client experiences that enhance the client-advisor relationship.
- Treat every client as if they were our only client and earn our client’s business every day.
How we are compensated
Transparency is important to us, and we have adopted a “no hide” policy to keep our clients informed and advised regarding how we are compensated.
Our ideal client is not defined by wealth alone but by the mutual respect, trust and commitment we share toward achieving their financial aspirations together.
Our costs are structured to reflect our comprehensive approach to advisory services, guidance, scrutiny and analysis across all facets of the wealth management process.
| Managed asset range | Applicable fee* |
| Up to $499,999 | 2.50% |
| $500,000-$999,999 | 2.00% |
| $1,000,000-$4,999,999 | 1.50% |
| $5,000,000-$9,999,999 | 1.00% |
| $10,000,000-$24,999,999 | 0.50% |
| $25,000,000+ | 0.25% |
Other considerations
- While our standard fee schedule covers a wide range of wealth management services, certain specialized strategies may incur additional fees, due to their complexity or implementation requirements.
- We are committed to transparently discussing any such considerations with our clients prior to engagement, to help ensure full understanding and alignment of expectations.
- We employ household pricing, which reflects family-managed assets for price discounting and permits family members with smaller asset ranges to benefit from the family’s total wealth.
