FEES

We offer several fee options, depending on your situation and needs.

Ongoing Asset management – includes comprehensive financial planning services. We will:

  • manage investments
  • retirement/spending planning
  • tax planning
  • insurance review
  • estate planning
  • any other financial issue

Our annual fee is based on the amount of assets that you want us to manage, as follows:

  • $0 to $500,000 – 1.0%/yr
  • $500,001 to $1,000,000 – 0.7%/yr
  • $1,000,001 to $2,000,000 – 0.5%/yr
  • $2,000,001 to $3,000,000 – 0.3%/yr
  • greater than $3,000,000 – negotiated
    (minimum $800/yr)

or

Comprehensive Financial Review – $3,000

or

Hourly rate – $250

or

Ongoing or One-time Flat Fee – limited or ongoing comprehensive financial planning services – variable, depending on needs