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 $500,000 by the firm on a continuous, ongoing basis. An asset under management (AUM) fee will be assessed for investable assets above $500,000. The annualized fees for investment management services are based on the following fee schedule:

Assets Under ManagementAnnual Fee
$0- $1,000,0001.0 %
$1,000,001 - $5,000,0000.75%
$5,000,001 and Above0.50%