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Fee Basis

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 Since we have a fee-only cost basis, our interests and our clients' are perfectly aligned.

Being "fee-only" means 100% of our compensation comes directly from client fees.  Since we receive no commissions, marketing fees, or other financial considerations from any third parties, we have no conflicts of interest.

Our charges are based on assets under management, so our compensation depends directly on the growth of your assets.

No Extra Fees!

At MAM, we are dedicated to providing all of the services you need for one all-inclusive fee.  There are no extra charges for financial planning or the other advisory services we provide.*

* Commissions for securities trades may be assessed directly to clients by their asset custodians

Fee Based ≠ Fee Only!

Beware of the term "fee-based"!  Such advisors may receive some of their compensation from other sources.  Only with the term "fee-only" can you be sure the advisor receives fees only from clients.
 
    Independent

Fee-Only

SEC Registered Investment Advisor