费用单纯
我们不收取佣金、销售奖励、或从我们推荐或 使用的公司获取任何利益。我们的收费是依钟点的顾问费或管理资产的某个百分比。我 们的经济诱因与客户利益保持一致。

独立经营
我们不从属于任何共同基金或保险公司。我们的独立性可以让我们选择最适合客户的产品与策略。

合法注册的投资顾问公司
我们是合法注册的投资顾问公司。根据法律规定，我们遵守良善受托标准，仅就受托客户的最佳利益行事。我们必须充分披露任何冲突或潜在冲突。

Fee-Only

We don’t receive commissions, revenue sharing, 12(b)-1 fees, or other incentives from the companies they recommend or use. Our compensation is based on an hourly rate or a percent of assets managed.  Our economic incentives are aligned with the interests of our clients.

Independence

We are not affiliated with or controlled by any mutual fund or insurance companies.  The independence frees us to utilize the most suitable products and strategies for our clients.

Registered Investment Advisors

As Fee-Only, Independent, Registered Investment Advisors, we are held to a Fiduciary Standard. By law, a Fiduciary will act solely in the best interest of the client. We must fully disclose any conflict, or potential conflict, to the client prior to and throughout a business engagement.