Do you charge an asset-based fee or a flat fee?

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.

Will you disclose all conflicts of interest?

Yes, always. We maintain complete transparency with our clients regarding any potential conflicts of interest, in accordance with fiduciary and regulatory standards. Our disclosures, including potential conflicts, are available in our ADV Part 2A filing.

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.

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