We establish your account or transfer an existing account to invest in our portfolio.
Our account minimum is $5,000 and we accept personal, trust, and retirement accounts.
As an Investment Advisor we are a fiduciary with legal duties of loyalty and care for our clients.
We evaluate custodian brokers for best execution, price, and services currently TD Ameritrade
Our fee is 1% annualized based on the market value of your account
Our broker custodian provides online access and we provide performance reporting.
Please have an Investment Adviser contact me