Our Fees
Financial Planning
$2,500-$10,000/year
or
$220-$850/month
These fees are based on the complexity of each plan. After we understand your needs, we can quote you your fee.
OR
Financial Planning & Investment Management
1.00%$5,000-$2,000,000
0.60%$2,000,000.01-$4,000,000
0.40%$4,000,000.01-$10,000,000
0.25%>$10,000,000.01
Advisory Fee / Account Value
*We have a $2,500 fee minimum
*Investment Management is an additional service we offer to our financial planning clients. Clients choosing to use us for investment management may receive a discount on their annual financial planning fee.
*This discount applies to the second year of our planning relationship.
*Investment Management is an additional service we offer to our financial planning clients. Clients choosing to use us for investment management may receive a discount on their annual financial planning fee.
*This discount applies to the second year of our planning relationship.
Family Discount
$500 per year
For households with at least $1 million in advisory accounts,
we offer our financial planning to children below 30 for $500/year.
we offer our financial planning to children below 30 for $500/year.
