Learn more about
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|
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.