Learn more about
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.
Pricing
| Account Values Managed | Annual Fee |
|---|---|
| $0-$1,000,000 | 1% |
| $1,000,001-$$5,000,000 | 0.7% |
| > $5,000,000 | Negotiable |
While we do not have a minimum asset requirement, we do have a minimum annual fee starting at $5,000 for the financial planning, based on complexity.