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A Fiduciary, Fee-Only Wealth

Management Firm

Helping You Build a Better Tomorrow While Living Your Best Financial Life NOW!

  • Actual fee is determined through our Relationship Complexity matrix which will be presented and discussed as part of our financial planning consultation process.
  • Cost of the plan may be reduced by investment management fees.

FEE-BASED STRUCTURE


Investment Management

Tiered Fee Structure

Our investment management fees are deducted quarterly in advance from your account as follows:

 
$1,000,000-$2,500,000
1.00%

(Minimum fee is $10,000)

Next $2,500,001—$4,000,000
.85%
Next $4,000,001—$6,500,000
.75%
Next $6,500,001—$10,000,000
.65%
Next $10,000,001—$35,000,000
.40%
Next $35,000,001 +
.35%

  

NOTE: In certain situations, additional fees may apply for non-managed accounts. 

 

Financial Planning 

Plan Type and Fee Schedule 

Our annual financial planning fees are billed quarterly in advance

 

SIMPLE

MODERATE

COMPLEX

One Goal

Two or Three Goals

Three or More Goals

Simple tax situation

Moderate tax situation

Complex tax situation

Simple estate situation

Moderate estate situation

Complex estate situation

Simple asset structure

Moderate asset structure

Complex asset structure

$2,000—$3,500

$4,000—$6,000

$7,000—$10,000

Suitable for clients with a net worth under $1,000,000

Suitable for clients with a net worth over $1,000,000

Suitable for clients with businesses, trusts, etc.

  

NOTES: 

  1. Actual fee is determined through our Relationship Complexity matrix which will be presented and discussed as part of our financial planning consultation process.
  2. Cost of the plan may be reduced by investment management fees.

 

INVESTMENT FEE STRUCTURE FINANCIAL PLANNING FEE

   

Have a Question About Our Fees?

 

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