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We charge an annual advisory fee based on the amount of assets under our discretionary portfolio management. You receive all of our services for this one flat fee. We believe this method of compensation most closely aligns our interests with those of our clients. Our fees are charged quarterly, in arrears.
There are additional costs associated with managing portfolios. These costs include expenses charged by funds we purchase and trading fees charged by your custodian. Since we focus on lower cost funds and have negotiated discounts with certain custodians, these additional costs are not significant.
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