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

$250/year>$1,000,000.01

or

$500/year$200,000-$1,000,000

Planning 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.

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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