Advisory Group FAQ

Do you handle my taxes?

We work hand in hand with your CPA, who sends us the bill.

How about my will?

Absolutely. A tailored estate plan is an integral part of your wealth management solution. With an estate planning attorney as part of your Advisory Group, we not only get your will done, we make changes you indicate are necessary to ensure that it remains accurate and up to date.

What's your fee?

On par with the industry and less than the average mutual fund, our management fee starts around 1% and goes lower for assets we actively manage.

How can you keep it so low?

As institutional investors, we're not paying retail rates and needn't charge you more. So we don't.

How can I see my account?

Just use our secure login on the homepage.
Want to take a look?