We are fee‐only advisors with a fiduciary responsibility to you. This means we are legally required to act in your best interest and, therefore, we do not accept any fees or compensation based on product sales. Our fee is calculated based on a percentage of assets under management, which tiers down as your total assets increase. We do not have a minimum account size, although we do have a $1,250 per quarter minimum fee. To learn more about how we charge our fees, please refer to our latest Form CRS filing linked at the bottom of this page.