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Fee-Only Fiduciary

Transparent Pricing. No Commissions.


Investment Management

Investment portfolios designed and implemented to meet your financial goals.


How Does It Work?

  • Complimentary initial consultation to see if we are a good fit
  • Sign an agreement detailing our services and pricing
  • Jointly decide upon investment goals and asset allocation
  • We design and implement an investment portfolio for you
  • We meet one to three times per year depending on what's going on in your life
  • Investment Management clients with over $300,000 under management receive Ongoing Financial Planning services at no additional cost
  • Anytime access (via email, phone, and meetings)
  • Online client portal


What Does It Cost?

  • Fee is determined by assets under management (AUM) as outlined below
  • Minimum fee is $3,000
  • Minimum fee will be waived for clients who engage us for Ongoing Financial Planning
  • Fees may be negotiable
  • Fee is directly debited from investment accounts


Assets Under ManagementAnnual Fee

$0 - $1,000,000

1.00%

$1,000,001 - $3,000,000

0.50%

$3,000,001 and above

0.25%


Ongoing Financial Planning

Develop a comprehensive plan for your money, get help doing the work, and adapt as your life changes.

How Does It Work?

  • Complimentary initial consultation to see if we are a good fit
  • Sign an agreement detailing our services and pricing
  • You provide us information we request (statement copies, tax returns etc.)
  • We analyze your data and create a plan
  • We have a meeting to present the plan
  • We meet once per year with additional meetings depending on what's going on in your life
  • Investment Management services are included at no additional charge.
  • Anytime access (via email, phone, and meetings)
  • Online client portal


What Does It Cost?

  • Upfront fee of $1,000 and a monthly retainer of between $100 and $250 depending on complexity
  • Investment Management clients with over $300,000 in assets under management receive Ongoing Financial Planning at no additional cost
  • Fee is paid via electronic funds transfer

One Time Financial Plan

Develop a comprehensive plan for your money and implement it on your own.


How Does It Work?

  • Complimentary initial consultation to see if we are a good fit
  • Sign an agreement detailing our services and pricing
  • You provide us information we request (statement copies, tax returns etc.)
  • We analyze your data and create a plan
  • We have a meeting to present the plan
  • You get phone and email access to us for one month after plan presentation


What Does It Cost?

  • The plan cost is based on complexity and time involved
  • Plans are a flat fee ranging between $2,500 and $5,000
  • Half is due upfront and half is due at delivery of plan
  • Fee is paid via check or electronic funds transfer

Initial Consultations are free. Ready to discuss your options?