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Working With Your Financial Advisor

THREE WAYS TO WORK TOGETHER


WEALTH MANAGEMENT

Our Wealth Management solution 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 fees are based on a percentage of assets under management as detailed in the table below.

Interested in learning more? Click here to learn about our wealth management solution.


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, 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. 
  • All fees are based on a percentage of assets under management as detailed in the table below.

Interested in learning more? Click here to learn about our investment management solution.


FINANCIAL PLANNING

Our Financial Planning solution provides a holistic view of your finances on an ongoing basis or as a one-time planning engagement.

  • Ongoing Financial Planning is an included service for our Wealth Management clients at no additional cost.
  • One-Time Financial Planning is an option for Investment Advisory clients or for DIYers who would like a second opinion. Pricing is based on complexity and the time involved. Typically the cost will range between $2,500 and $5,000.

Interested in learning more? Click here to learn about our financial planning solution.


Fee Schedule

Assets under Management
Tiered Annual Fee
First $1,000,000
1.00%
Next $2,000,000
0.50%
Amounts above $3,000,000
0.25%