Frequently Asked Questions
What are your fees?
We charge 1% of investment assets managed by us per year, payable in quarterly or monthly installments.
Do you have an investment minimum?
We find that we’re best able to help clients with at least $300,000 to invest with us. However, we may make exceptions on a case-by-case basis.
What is your policy on privacy and confidentiality?
Everything we do together is always confidential, unless required by law. We will never sell your information to anyone.
What are the next steps for working together?
Call us, email us, or go to our website ("Contact Us" page) to schedule a complimentary introduction.
Do you use a financial broker / custodian?
Yes, we recommend Interactive Brokers, a qualified custodian with very low transaction fees.