Our Fee Structure
• Semi-annual review meetings
• Ongoing check-ins as needed
• Continuous planning, monitoring, and adjustment as life, markets, and tax rules change
Our pricing is simple and all-inclusive. We don’t add surprise charges or layer on fees for individual services.
Assets Under Management Fees
$0 – $499,999
$500,00 – $999,999
$1,000,000 – $1,499,999
$1,500,000 – $1,999,999
$2,000,000 – $2,999,000
$3,000,000+
1.1%
1%
.90%
.80%
.70%
.60%
Your fee is quoted as an annual rate and divided
into 12 monthly payments.
Comprehensive Financial Planning
True comprehensive planning means looking at your entire financial life, not just investments.
Here’s what we cover.
