Our mission is to provide the highest quality services, products and knowledge to our clients in helping them to attain their financial goals. To that end, we will never jeopardize the interests of our clients before our own. Simply put, the client comes first and foremost without exception.
|Investment Types:||Options , Bonds , Stocks , Stocks Mutual Funds , Real Estate , International Investments , Bond Mutual Funds , Alternative Investments , Annuities|
|Assets Managed by Firm:||Yes|
|Compensation & Fees|
|Fee % Based on Assets:||1.5|
|Additional Details on Charges:||
Annual Fee is based upon the amount of assets under management as follows:
$50,000-$500,00 is 1.50ï$500,000-$1,000,000 is 1.25ï$1,000,000 plus is 1.00ï