Our Transparent Fee Structure

Transparency and trust are fundamental to a successful client planner relationship. Our fees are outlined clearly on our site so you know exactly what to expect.

Financial planning

Fixed Fee Annually
$ 5,000
  • $1,250 Up Front (Covers 1st Quarter)
  • Ongoing Financial Planning
  • Quarterly meetings and unlimited access through email and phone

Investment Management

Assets Under Management Fee
  • Our Investment Management fees are on a tiered schedule which can be found below
Account Value
Advisory Fee
$1,000,001 – $3,000,000
$3,000,001 – $5,000,000
$5,000,001 +
Let’s Discuss

What We do

Hiring a financial planner is a big commitment. Our Annual Client & Communications Calendar lets you know exactly what you are getting from us throughout the year.