facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Fees

We Promise to Make Every Decision Based Solely on How It Serves Your Best Interests.

Our annual fee for wealth management services are charged as a percentage of assets under management, with a minimum fee of $5,000 according to the schedule below: 

Assets under managementAnnual Fee (%)
On the first $500,000
1.00%
On the next $500,000
0.85%
On the next $1,000,000
0.70%
On the next $1,000,000
0.55%
On the next $2,000,000
0.40%
On all amounts thereafter
0.20%


For financial planning without ongoing asset management, our annual fee starts at $2,500.  

For special projects, our hourly consulting rate is $265.