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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.


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. 

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