Our fee model is a direct reflection of our commitment to transparency
Trust over transactions – your interest remains at the forefront.
We don’t receive any commissions on the actions we take on our clients’ behalf. Our only compensation comes directly from our clients – which means that no other financial incentive is provided by any institution. This model, also called fee-only financial planning, minimizes conflicts of interest.
We typically engage with clients in an on-going capacity where coordinated financial planning and investment management services are rendered in a continuing agreement.
Recommended Investable Asset Amount
We have found that our on-going management services are most valuable and actionable for clients with $500,000 or more in investable assets. Individual circumstances may allow for flexibility surrounding this amount and will be evaluated on a relationship by relationship basis.
Our Fee Model
Designed to align with your goals.
Amount of Assets Under Management |
Annual Fees |
|---|---|
$0 – $2,000,000 |
1.00% |
$2,000,001-$5,000,000 |
0.90% |
$5,000,001-$10,000,000 |
0.80% |
Above $10,000,000 |
0.70% |
