FEES

We offer ongoing asset management as part of comprehensive financial planning. We will work with you on:

  • 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 ($500/quarter minimum fee):

  • On the first  $500,000  1.00%
  • On the next  $500,000  0.70%
  • On the next  $1,000,000  0.50%
  • On the next  $10,000,000  0.30%
  • Above  $12,000,000  negotiated

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