Schedule of Fees

we aim to deliver exceptional value for the price you pay.

Financial Planning

We charge clients on an hourly or fixed fee basis for our financial planning services. Our hourly fee is $250—the number of hours will vary depending on the time we spend collecting your information, conducting analysis and research on the assorted topics, and presenting to you. Fixed fee applies for larger planning projects or ongoing fixed fee arrangements.

Portfolio Management

Our management fee is based on a percentage of assets under management in the client’s account. The annual management fee is based on the following fee schedule:

Reported Account Value Percentage*

  • $0 - $3,000,000 1.00%

  • $3,000,001 to $5,000,000 0.75%

  • $5,000,001 to $15,000,000 0.50%

  • Above $15,000,000 Negotiable

In cases where both Financial Planning and Portfolio Management services apply, we may include planning in the Portfolio Management Fee and not charge an hourly or fixed fee.

*Rates are negotiable. For more information, download our Firm Brochure (ADV 2A).

Let’s chat. Provide your information below and we will reach out.