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 Educate And Empower Our Clients

Start making informed financial decisions today
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