Our Fees
We are a fee-only financial planning and investment management firm. We are paid directly by our clients and do not receive commissions from third parties.
For investment management relationships, our standard annual fee schedule is:
- 1.00% on the first $1,000,000 of assets under management
- 0.75% on assets above $1,000,000
Fees are billed quarterly in arrears, with a minimum annual fee of $5,000. Fees may be negotiable, and certain client relationships may have fees that differ from the schedule above.
We may also provide financial planning or consulting services on a separate fixed-fee basis, depending on the scope of the engagement.
There is no charge for an initial meeting.