Affordable advice that helps build your wealth over time and meet your life goals. Our compensation only comes from your fees, not from commissions or referrals, so you can be sure that we only have your best interest in mind. No asset minimums and no income restrictions.
There is an initial planning fee ranging from $1,900 to $3,800, depending on complexity, for creating your comprehensive financial roadmap.
There is a monthly retainer fee (typically $190) for plan implementation, on-going planning and investment consultation.
For any of your portfolios that we manage directly, there is an annual asset management fee of 1.5% of assets under management for the first $1 million; 1.0% for the next $1 million, and 0.5% for >$2 million.
We specifically discuss and mutually agree upon all fees before starting our engagement with new client families.