As a fee-only wealth management firm, our fees are 100% transparent, so you know exactly what we make and the value we provide.
For clients with whom we have an ongoing relationship, we offer an all-inclusive service whereby we provide a full suite of investment management and financial planning services. These services are charged on a tiered schedule that starts at 1.0%. The rate is determined by the value of your accounts and the complexity of your situation. The minimum annual fee for the all-inclusive services is $5,000 per year or $1,250 per quarter.
For clients who require financial planning and consulting, the fee is based on the number of hours required to develop and present your plan at our hourly rate of $350. We develop and deliver the plan through a series of meetings. At any time during the planning process, we can be engaged to assume the investment management responsibilities for your portfolio.