We consider clients partners in our endeavor, as such we look for partners that share in our vision, ethical standards, conservatism, and long-term focus.
We have no desire to make money from you, only for you and with you. The only thing we offer and sell is a commitment to excellence with the highest of ethical standards.
| Year | Fee |
|---|---|
| 1 | 1.00% |
| 2 | 0.95% |
| 3 | 0.90% |
| 4 | 0.85% |
| 5 | 0.80% |
| 6 | 0.75% |
| 7 | 0.70% |
| 8 | 0.65% |
| 9 | 0.60% |
| 10 | 0.55% |
| 11 | 0.50% |
It ensures we are focused more on the long term, as increasing fees (advisor's incentive) are only achieved by obtaining a respectable return on a consistent basis.
It incentivizes the client to focus on the long term.