Fees

We are committed to acting in the best interests of our clients. We are paid directly by clients and do not earn commissions or accept referral fees.

We offer our services as a fee-only Registered Investment Advisor because we believe that independence from any financial institution or commission structure is key to offering advice that is best for clients.

Financial Planning / Wealth Advisory Services

Fees for Financial Planning / Wealth Advisory Services have a minimum of $2,500 per quarter, which typically includes Investment Management Services for the first $1 million of assets under management. The fee will vary based on the scope, complexity and level of assets.

Investment Management Services

Fees for Investment Management Services have a minimum of $2,500 per quarter and are based on the following schedule:

Assets Under Management Annual Fee
First $1,000,000 1.00%
Next $2,000,000 ($1,000,000 to $3,000,000) .70 %
Next $2,000,000 ($3,000,000 to $5,000,000) .50 %
Amount over $5,000,000 .30 %

We invite you to contact us to learn more about our services and fees.