We believe in keeping our fees simple and transparent

  • As a fee-based investment advisor, we derive income from an advisory fee.
  • We are not transaction or commission-oriented.
  • We are not affiliated with any large insurance or brokerage firms and as such are not compensated in any way by such firms.
  • We provide independent advice and do not use unit-linked life insurance, annuities or redemption bonds issued by insurance companies.


Our fee structure assures that we will provide the best investment advice for your individual investment goals. Understanding fees should be simple. Our approach allows you to grow your assets without being drained by unnecessary fees.

Since our portfolio management fees are calculated as a percentage of your investment assets, our incentive is to make you money, not to simply buy and sell many times over in order to generate commissions.

We invest to make our clients money and for no other reason.


Our portfolio management fees follow these guidelines

Fees (% per year):

1.5% – Under $500,000

1.25% – $500,000 and $1,000,000

1.00% – Over $1,000,000


It is our personal and professional passion to help clients grow their money and to provide independent analysis of the financial markets.

Our Guidelines

• Retirement planning strategies
• US expat tax services
• Global investment portfolios
• Fee only investment advice
• No commissions or sales products
• 100% transparency
• Professional advice
• Peace of mind for your investing