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%

Hourly Planning

For limited scope engagements we offer hourly planning services at $200 per hour. These engagements typically require at least 10 hours as we must fully understand the elements of your financial picture, your options, and must document both the recommendations and the rationale for those recommendations.

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.