Any gating, penalties, or restrictions on withdrawals (what about rebalancing vs. withdrawals)
We receive no fees from any third party and we do not buy products that would ‘lock in’ our clients for any period of time in the future.
What is your compensation structure and basis for incentive compensation for staff – and any fees paid from pooled funds back to you/team?
Clients are billed monthly or quarterly based on a percentage of the size of their portfolio at month or quarter end. Any fees we receive from our discretionary relationships are paid directly by our clients.There are no trailer fees associated with those accounts, nor are there solicitation fees or other commissions paid by a third party. From the fees our clients pay, we bonus our group accordingly for the work they do on a daily basis.