Our Fee Structure

Client sitting at desk holding his phone with a financial card on his laptop

Our fee structure has always been based on transparency.

Financial planning fees are based on the complexity of your situation and portfolio management fees are based on a percentage of assets under management, or, in some cases, a percentage of assets under advisement.

As a fee based advisor we do not earn a commission from products or trades allowing us to truly make unbiased decisions on your behalf.

If you would like more information about our fees, please arrange a complimentary initial assessment and evaluation with one of our advisors and we will be pleased to meet with you.

Schedule an assessment with our team of experts