As fiduciaries, we feel it’s important to be transparent with our fees. As a fee-only firm, we don’t receive any compensation by selling you products, and have no hidden agendas. We simply offer honest and effective advice.
PLANNER CLIENTS
FEES
Minimum Planning Fee: $1,800
The Financial Review is a one-time fee that covers a customized review of your financial situation, goals, and needs, and provides specific recommendations. Fees generally range from $1,800 to $6,500 depending on the situation and complexity. Annual plan updates are typically billed at ½ the initial planning fee.
INVESTOR CLIENTS
FEES
Minimum Assets: N/A
Minimum Annual Fee: $1,000
Minimum Annual Fee: $1,000
Investment Management Advisor Fees are billed each quarter and fees are directly deducted from your account.
0.25% per quarter (1% per year) on the first $1,000,000;
0.1875% per quarter (.75% per year)on the next $1,000,000;
.125% per quarter (.50% per year) on the next $3,000,000;
Negotiable on $5,000,000 and up
0.1875% per quarter (.75% per year)on the next $1,000,000;
.125% per quarter (.50% per year) on the next $3,000,000;
Negotiable on $5,000,000 and up
Financial planning services are not included, however certain engagements may include targeted financial advice.
SITUATIONAL CLIENTS
FEES
Minimum Fees: $600/Per Session
Situational clients wish to address one or two specific issues in a single planning session.
RETAINER CLIENTS
FEES
These options cover most of the work we perform. Clients with complex and on-going planning and investment needs may engage us on a retainer basis. Retainers are determined based on the scope and complexity of the client situation.
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