My only fee is an annual percentage of the assets I manage for you. The more I manage, the lower the effective fee gets. The better you do, the better I do, so we win together.

​

Fees are paid every quarter in arrears from your accounts, meaning you don't have to pay me from your monthly cash flow. It is my highest priority that the value our relationship brings to you each year surpasses the fee you pay, and I hope you will agree. If not, there is never any obligation or term. You may cancel our relationship at any time.