Our Fees

Our fee model is a direct reflection of our commitment to transparency.

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.

Our Fee Model

Amount of Assets Under Management Annual Fees
$0 – $2,000,000 1.00%
$2,000,001 – $5,000,000 0.90%
$5,000,0001 – $10,000,000 0.80%
Above $10,000,000 0.70%

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.