Our Fees
We strive to make our fee structure straightforward and easy to understand. We charge a flat fee for financial planning and a fee for portfolio management that is based on a percentage of the assets we manage for you.
A minimum household balance of $500,000 is generally required for clients who seek both asset management and financial planning services. However, this requirement can be waived on a case-by-case basis.
Flat Fee Financial Planning
Our firm charges on a flat-fee basis for financial planning services. For standalone financial planning or consulting services, we charge a minimum annual fee of $5,000, which is typically assessed on a quarterly basis. This requirement may be waived on a case-by-case basis. You will always know in advance what you will be charged.
Portfolio MANAGEMENT FEES
$0 to $499,999.99 1.45%
$500,000 to $999,999 1.2%
$1,000,000 to $1,999,999 0.80%
$2,000,000 to $2,999,999 0.70%
$3,000,000 & Over 0.60%