Tiered Fee Structure
Our investment management fees are deducted quarterly in advance from your account as follows:
INVESTMENT PORTFOLIOS UNDER $500,000
INVESTMENT PORTFOLIOS OVER $500,000
First $0—$1,000,000 (assumes portfolio at or over $500,000)
Next $35,000,001 +
To Be Determined
- The above fees for portfolios $500,000 and over are consecutive. For example, your first $500,000 will be at 1.25% then the next $1,000,000 will be at 1.00%, and so on.
- In certain situations, additional fees may apply for non-managed accounts.
- Billable portfolios in excess of $5,000,000 have Financial Planning fee waived.
Plan Type and Fee Schedule
Our annual financial planning fees are billed quarterly in advance
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
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.
- Actual fee is determined through our complexity matrix which will be presented and discussed as part of our financial planning consultation process.