Passively Managed Portfolios

  • Starting at 0.5% of assets under management
  • Passive is our preferred investment philosophy
  • Utilizes diversified risk based portfolios built mostly from low cost ETF’s

Actively Managed Portfolios

  • Starting at 1.25% of assets under management
  • Sometimes an actively managed approach is needed to match with a client’s objectives
  • There may be a special situation where a portfolio requires additional complexities
  • These types of portfolios are taken on at the firm’s discretion