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Why We Do This Differently
We're a fee-only firm. That means we don't accept commissions or any revenue outside of the transparent annual fee we charge clients. We also adhere to a fiduciary duty at ALL times.
But here's what makes us different: we use a flat-fee model instead of the industry-standard percentage of assets.
Why? Because we don't believe you should pay more just because you have more. A larger portfolio doesn't always mean more work, time, or resources from the advisor, yet most firms charge exponentially more as your wealth grows.
The flat-fee structure removes a fundamental conflict: When your advisor's fee grows with your portfolio, subtle incentives emerge. Should you hold cash? Pay down debt? Take a distribution? Traditional fee structures can influence these recommendations—even subconsciously.
With a flat fee, those incentives disappear. You get advice that's truly in your best interests, not recommendations influenced by how we get paid.
