Our Fees
Transparent on all quarterly client reporting
Our Fees
As fiduciary, fee-only advisors, we have no products to sell, and we never receive commissions or compensation for referrals. We are paid ONLY by our clients!
We charge a quarterly fee based on the assets we manage on your behalf. This fee includes:
- Discretionary portfolio management
- Comprehensive financial planning,
tax planning & retirement planning - Financial counseling
- Coordination with your tax, estate,
and insurance professionals - Comprehensive wealth management
We believe in transparency — all fees are clearly detailed on client quarterly reports.
Quarterly Fee Schedule
Clients with Assets
over $1,000,000
- 0.25% on first $1 Million, and
- 0.20% on second $1 Million, and
- 0.125% on next $8 Million, and
- 0.075% on next $10 Million, and
- 0.050% on any assets over $20 Million
Clients with Assets
under $1,000,000
- 0.375% if below $400,000*
- 0.3125% if between $400,001 – $600,000
- 0.25% if between $600,001 – $1,000,000
*Clients with assets below $400,000 who would like a Financial Plan may be charged a Financial Plan fee between $1,200 to $2,500.
However, there is no separate fee for clients with assets above $400,000.
Fees may vary based on existing family relationships, legacy billing arrangements, or complexity of services provided.
Fees are deducted directly from your managed accounts each quarter.
Hourly Consulting for One-Off Planning
While our focus is on long-term relationships, we are here for those navigating major life events that require one-off planning.
We offer hourly consulting at $300/hour for those that do not need ongoing wealth management.
Ready to Start Your
Financial Journey?
Let us know what’s on your mind, and
we’ll talk through some solutions together.