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our pricing

Financial Planning And Investment Management

Our pricing structure is unique and transparent

As a Fee-Only firm, we are only compensated by our clients. We do not accept commissions for selling products, allowing us to be a Fiduciary at all times.


While we do not have a minimum asset requirement, we do have a minimum annual fee of $5,000 for financial planning, based on complexity. 

This fee is offset by any investment management fees.

Investment Management Pricing:

Account Values Managed Annual Fee
$0-$1,000,000 1%
$1,000,001-$$5,000,000 0.7%
> $5,000,000 Negotiable

For example, let’s say a client has a $5,000 planning fee.  If we managed over $500k for this client, the investment fee because it would fully offset the planning fee so they would not pay anything additional.  If we managed $400k for this client, the investment fee would not fully offset the planning fee and this client would pay an additional $1k to equal the $5k annual planning fee.

You will know exactly what your fees would be before making any decision to hire us as a part of our complimentary assessment process.

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