How we get paid 

As a company and family we believe in complete transparency. 

There are several ways we get paid below are the listed options. 

 

Asset based fees

$0-$999,999.00  1%

$1,000,000.00-2,499,999 .95%

$2,500,000.00-5,000,000  .90%

Over $5,000,000.00 Negotiable 

 

Participation biased fee offered to Accredited investors only

Minimum $2,000,000.00

5% on growth of account only 

 

 

Financial planning 

This depends on the complexity of the individual or business.

 

One off

$200 Investment allocation analysis and recommendation

$800 Single issue planning

Ongoing yearly

$2,800-$3,800  VIP (individual financial life planning) 

$3,200-$4,500 VIP Family (Entire family financial planning)

$5,500+ The VIP (Complex financial planning for a sophisticated investor)

$5,500+ VIP Business (Financial planning for business)

 

Lastly we also have Commission products offered to our clients.

Commission varies with each company.