Will you disclose all conflicts of interest?

Can you provide a written statement of your fees?

Absolutely. Every client receives a written statement detailing our fee schedule, structure, and services provided. Full fee disclosures are also available in our ADV Part 2A brochure, which we encourage all clients to review before beginning any advisory relationship.

How often do you reassess your fee structure?

Our fee structure is reviewed periodically to ensure fairness, competitiveness, and alignment with industry standards. However, it remains consistent for clients once established, with no surprise changes or hidden increases.

Are there penalties for leaving your services?

No. You are free to end our engagement at any time without penalties or exit fees. Our goal is to earn your trust through performance, transparency, and service — not through binding contracts.

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