Know REIT | Annuity | Investment | Advisory | Hidden Fees

FOR INVESTORS

800-445-7380 Get Started

Contact Us Today for a Complimentary Review

Learn More

Recent Articles

Fees Impact Investment Portfolios

Fees Can Drag Down Portfolio Performance. A lot. Small fees can make a huge difference in investment performance over time.  Seemingly small fees can have big implications. The graphic above shows the …

Advisory Service Fees & Compensation

Schedule of Maximum Program Fees

In the course of providing advisory services to Clients we receive advisory fees.
Additional products are available outside of the advisory services platform.

The Program Fee schedule below reflects the maximum fee calculated as a percentage of Client’s assets invested in the Program.

The Program Fee May Be Negotiable.

cropped-Fee-Aware-Crest-512-by-512.png

On the first $100,000

2.25%

On the next $150,000

2.00%

On the next $250,000

1.75%

On the next $500,000

1.50%

On the next $1,000,000

1.25%

On amounts over $2,000,000

1.00%
We Want to Hear From You

COMPLIMENTARY CONFIDENTIAL REVIEW

Submit Your Investment Statement(s)
To Receive a Complimentary Investment Analysis

 

GET STARTED

cropped-Fee-Aware-Crest-512-by-512.png


Your investment statements are an integral part of our review process.  We review the information on your statement(s) to prepare for our meeting with you.

We invite you to our conference room in a relaxed, confidential setting.  Our consultation is complimentary, pressure free and we recommend that you take your time in deciding whether to work with our firm.

Choosing a financial planner is an important decision.  Our hope is that you will choose to work with us if we are the right fit.  Our goal is to help investors, and along the way we hope to gain great people as clients.