FEE-ONLY FINANCIAL ADVICE
Wealth Management
Our Wealth Management offering combines investment management and ongoing financial planning.
This offering is available to clients with $500,000 or more in investable assets, or at our discretion.
All services are bundled into a combined fee structure based on investable assets.
Pricing starts at 1% of AUM as detailed below.
Investment Advisory
Our Investment Advisory solution provides investment management without ongoing financial planning.
This program is designed for clients with less than $500,000 in investable assets with us or those who don't have a need for financial planning.
For clients with less than $250,000 in investable assets we ask that they commit to ongoing funding of their investment accounts.
Pricing starts at 1% of AUM as detailed below.
One-Time Financial Plan
Our One-Time Financial Plan is for Investment Advisory clients who need a financial plan or for those DIYers who need a second opinion.
Pricing is based on complexity and time involved. Offering is subject to availability as our priority remains servicing our ongoing clients.
Typically the cost will range between $2,500 and $5,000. Half is due upfront and half upon completion of the plan.
TIERED FEE SCHEDULE
Assets under Management | Annual Fee |
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.50% |
| $3,000,001 and above | 0.25% |