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Fees for Wealth Management & Financial Planning Services

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 managementAnnual 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.