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 $7,500 according to the schedule below:
| Assets under management | Annual Fee (%) |
|---|---|
On the first $750,000 | 1.00% |
On the next $750,000 | 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 | 0.25% |
For financial planning without ongoing asset management, our annual fee starts at $3,500.
For special projects, our hourly consulting rate is $325 for each partner's time.