We offer two types of fee models

Transactional Accounts*:

With this traditional fee structure, clients pay commissions based on each trade that is executed within the account.

*There is a minimum account size of $250,000 for this type of account

Fee Based Account**:

With a fee based account, clients pay a fee based on the assets under management. This account type is more suited for clients who see the value in paying a predictable flat fee versus commissions on each trade. This is an all inclusive fee which includes investment advice, financial planning services, estate planning services and tax planning.

Many clients prefer this fee structure as they feel the investment advice is more objective because commissions are not paid on each trade.

**Minimum Account size of $250,000
**These fees are tax-deductible on taxable accounts