Our Fees

Ongoing Financial Planning with Investment Management

Individuals: Starting at $4,000 annually

Couples: Starting at $6,000 annually

Small Business Owners: Starting at $8,000 annually

* Fees may vary based on complexity
* Fees are billed quarterly in advance

Investment Management Services

The fee is based on a percentage of assets under management and is negotiable. An annual retainer service includes discretionary investment management of investable assets valued up to $400,000 by the firm on a continuous, ongoing basis. An asset under management (AUM) fee will be assessed for investable assets above $400,000. The annualized fees for investment management services are based on the following fee schedule:

Assets Under ManagementAnnual Fee
$0 - $400,000Included in Advisory Service Fee
$400,001 and Above0.75%

Hourly Consultation

Financial Planning is also offered at an hourly rate of $400.00 billed, in 15-minute increments, and a partial increment will be treated as a whole increment, with a minimum of 1 hour(s).