As an independent and fee-only wealth management firm, our compensation is paid directly by our clients.  This is in contrast to fee-based advisors who, in addition to earning fees, may also receive commissions, kick-backs or gifts from products sold. 

Our fees are based on the amount of assets we advise, and with your authorization, can be deducted directly from your account on a quarterly basis.  As your net worth grows, our compensation generally increases.  This transparent arrangement eliminates conflicts of interest and aligns our clients' objective of long-term growth with an incentive for us to perform well.