We are proud of the value of services we provide to individuals and families.
Ongoing Service
Our ongoing investment management and planning services are provided to support you and your family in reaching your goals.
As a fee-only fiduciary firm, our only source of compensation is the fees paid to us by our clients. Our fees are earned based on the amount of assets we are managing using this schedule:
First $1 million………………………0.90%
Between $1 — $3 million………0.75%
Between $3 — $5 million………0.60%
Between $5 — $10 million…….0.40%
Between $10 — $20 million…..0.30%
Over $20 million…………………….0.20%
Our minimum fee is $1,250/quarter.
Our management fees are collected quarterly, directly from the accounts we manage, so your investment performance truly reflects your results after all fees and expenses.
One-Time Comprehensive Planning Review
Our One-Time Comprehensive Planning Review project brings together key financial and special needs planning considerations. At the end, you’ll receive a personalized set of recommendations designed to support your family’s unique needs and goals.
The cost of our comprehensive planning review is a flat fee of $3,000.
