Our Only Focus is
Our Clients

We are a flat-fee, fee-only service, which means we are compensated solely by our clients and never accept any fees or compensation from brokerage firms, mutual fund companies, or insurance companies. 

You can rest easy knowing we're only looking out for you, without any conflicts of interest.

Why do flat fees matter?

The cost of our advice is
$1,000 annually (0.1%)
vs.
the industry average of $10,200 (1.02%).

For a $1,000,000 investment, with compounding over a 10-year period, that’s
$177,138
 more that you’ve earned using Portfolio Exchange.

THE FACTS

We are one of the few fee-only advisory firms in the nation that currently use a flat-fee structure.
Instead of charging a percentage of assets under management, we charge a single, fixed dollar amount annually, depending on your membership level, no matter how much you choose to invest.
We are one of the few fee-only advisory firms in the nation that currently use a flat-fee structure.

Level 1 Membership

Starting at

$1,250.00

Annually

Level one membership offers access to all three classes of our model folios, with countless custom options and an unrivaled investment platform where you can manage your accounts.

Level 2 Membership

Starting at

$1,250.00

Annually

Level 2 membership provides you will all Level 1 Privileges as well as exclusive access to numerous private investment funds, private consultation appointments with our qualified professionals and the ability to open multiple accounts at no additional cost

Level 3 Membership

Starting at

$1,250.00

Annually

Level one membership offers access to all three classes of our model folios, with countless custom options and an unrivaled investment platform where you can manage your accounts.

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