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 planningFixed Fee Annually
$1,250 Up Front (Covers 1st Quarter)
Ongoing Financial Planning
Quarterly meetings and unlimited access through email and phone
Investment ManagementAssets Under Management Fee
Our Investment Management fees are on a tiered schedule which can be found below
$1,000,001 – $3,000,000
$3,000,001 – $5,000,000
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.