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Important Consumer Information

Management Agreement Terms and Conditions
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Praxis Management Agreement

Praxis = Affordability

Fee-Based Management

Praxis charges an annual management fee to your account, based on the amount of assets we manage for you. We do not receive commissions on any investments we recommend. With Praxis, there are no hidden costs or fees that may seem to taint the objectivity of many other investment advisors. We believe in being up-front about our fees, and you can rest assured that your investments will never be in the hands of a broker who is more interested in getting rich than making your account grow.  Only when your account  value increases does the amount (but not the percentage) of your fees increase.   We win when you win.

Fee-Based Management: Why is it better?

After years of hard work and planning for retirement, the last thing you want to do is spend time worrying about your investments. Our fee-based approach provides three clear benefits to clients:

bullet•A fee-based approach eliminates the inherent conflict of interest of  commission-based compensation. We recommend what we believe best for your bottom line, not ours.
bullet•Our fee-based structure provides an incentive for us to perform well, since our revenue grows only as client accounts grow.
bullet•The fee-based approach provides incentives to work with clients over the long term, as we continue to earn our compensation long after the your initial investment.

All this means is that, at Praxis, we give you solid advice to help grow your savings and reach your investment goals, which in turn will help give you greater peace of mind. You’ll know your investments are being handled honestly and expertly, so you can relax and spend time doing the things you really enjoy.