Our fees and costs will vary depending the services that you require. Generally speaking our total fees (using asset class investing) are 40% to 60% less than active investing.
“Properly measured, the average actively managed dollar must underperform the average passively managed dollar, net of costs.” William F. Sharpe, Professor of Finance, Nobel Laureate
When you come in for a free consultation we will soon be able to see what you want us to do. We can then fully disclose all our fees and costs to you – up front with no obligation. We believe that all fees and costs should be fully visible to you, and our systems ensure that they are.
