We choose not to accept commissions, another reason we are not affiliated with a Broker-Dealer. We cannot be paid on loads or transactions, so why would we want them charged to our clients? When you pay a load you can lose more on the first day than we charge in management fees for the first 5 years! The more you lose in fees, the less of your money is invested in the market, making it harder for your portfolio to grow. Which means we make less too! Everyone loses with loads - except the stock broker! We use no-load, load-waived and no-transaction fee funds for your, and our, financial health.

We charge a low management fee and still make a good living because we don’t carry the overhead and layers of corporate management the national firms do. We also don’t need to kick back a percentage of our fees like many independents do to their broker-dealers. We’re not greedy, striving for a massive profits like the name brands. We work hard for every dollar we earn, just like our clients do.