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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.

  • 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?

     

    Reach Out to Chat

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