We do not need a lot of words to tell you the difference between “free” investment advice from a brokerage firm or bank and the advice we give.

Are your investment fees a little blurry?

Are your investment fees a little blurry?

With us, fees are transparent and paid by you directly to us. In fact, here is our fee table in all its glory.

If you would rather get “free” advice from a brokerage firm or bank, we have news for you. You are probably paying fees, you just have no idea how much you are paying and to whom you are paying it.

It really is that simple.