Advisor Compensation

We do not charge upfront commissions and our advisory portfolios contain no backend surrender charges.  You can take or access your money at any time.  The advisor’s method of compensation is based on an annual fee, which is a percentage of your account value.  This ties compensation directly to the value of your account.  The advisor’s compensation does not increase unless the value of your account increases.  We believe that this is the most equitable type of compensation.  See Our Fees for more details.

To learn more about a fee-based relationship, follow the links below.