Our structure is simple, and so are our fees.
As an independent, boutique firm, we offer completely objective advice with a fee-based approach.
We also refrain from investing client assets in mutual or pooled funds, so none of our clients pay deferred sales charges and each account is segregated. This means that the only fees you see are our annual fee, and the annual custodial fee from NBCN. Both are tax-deductible.