Compensation Structure

COMPENSATION STRUCTURE

"It takes twenty years to build a reputation and five minutes to ruin it" - Warren Buffet

Its words like that of Mr. Buffett that influenced us to brand our team with the words;

- CLARITY - ACTION - EXCELLENCE -

We live by these words everyday, which includes being very clear on our compensation!  For most clients, our fee-based compensation structure replaces the conventional commission per transaction of paying for advice.  But Why?  Having pre-determined fees puts you and the Advisor on the same side of the table, focusing on the same objective - growing your wealth!  Also, our fee based program is most suitable for our clients whom use our discretionary management services.  The flexibility of our fee-based structure allows the client to mandate the Portfolio Manager , whom will handle all the necessary decisions in the day-to-day management of your portfolio.