Most thoughtful people consider spending 1% to 2% of their money to optimize the remaining 98% to 99% a very smart use of their capital.
There is an initial planning fee ranging typically 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.
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. We specifically discuss and mutually agree upon all fees before starting our engagement with new client families.
In the wealth management “fun house,” how can you find somebody who will really work on your behalf? In other words, how can you find a real financial advisor?