Fees & Compensation

Investment Management Fees are through Certified Advisory Corp.

Our investment advisory fees are stated as a percentage of the assets under our management..

Since we derive our income from fees rather than commissions, there is no reason whatsoever for us to suggest an investment unless it is in your best interest.

The typical cient has a portfolio of such size that the annual fee is approximately 1% per year and the fees are then paid quarterly from the investment portfolio (.0025%  X account value= the quarterly fee)

Since the financial debacle of 2008, we believe,and our clients concur, that a 1% fee is modest if a potential 20%-40% loss can be minimized or avoided.

Since we are totally independent, we can provide our services in such a away as to best match the clients needs and preferences.