Frequently Asked Questions


New Account Opening?

We establish your account or transfer an existing account to invest in our portfolio.

What is the minimum?

Our account minimum is $5,000 and we accept personal, trust, and retirement accounts.

Are you a fiduciary?

As an Investment Advisor we are a fiduciary with legal duties of loyalty and care for our clients.

Are there service fees?

We evaluate custodian brokers for best execution, price, and services currently TD Ameritrade

What your fee?

Our fee is 1% annualized based on the market value of your account 


Our broker custodian provides online access and we provide performance reporting.

Have more questions?

Please have an Investment Adviser contact me