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.
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
Planning & Management
$250 per year>$500,000.01
or
$500 per year$5,000-$500,000
Planning Fee / Account Value
When using our investment management services we discount our planning fees.
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.
