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Working with Your Financial Advisor

We offer three ways to work together



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.


Learn More About Wealth Management


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.


Learn More About Investment Management


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.


Learn More About One-Time Financial Planning


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%