Pricing

Easy to understand, transparent pricing.

INVESTMENT
MANAGEMENT

Fees are negotiable.

Annual Contract. Investment fees are paid Quarterly, in arrears.

FINANCIAL PLANNING

Flat Fee of
$200/month

Annual Contract, Paid Monthly, Quarterly. or Semi-Annually.

INVESTMENT MANAGEMENT

For individuals (and families), who seek investment management services only. Investment Management services are based on a percent of assets under management (AUM). Note: Our Investment Management service is offered at no additional cost to our Family Office clients.

  • 1.15% for $0 to $500,000 AUM
  • 1.05% for $500,000 to $1,000,000 AUM
  • 0.95% for $1,000,001 to $2,000,000 AUM
  • 0.85% for $2,000,001 and up AUM

For example, if a household’s combined account(s) value was $2,500,000, the client would pay an effective fee of 0.99%, with an annual fee of $24,750.

The quarterly fee is determined by the following calculation: (($500,000 x 1.15%) + ($500,000 x 1.05%) + ($1,000,000 x 0.95%) + ($500,000 x 0.85) ÷ 4 = $6,187.50. Please see our Advisor Brochure for more details.

AUM (Assets Under Management) includes both discretionary (e.g. Taxable Brokerage) and non-discretionary accounts (e.g. 401(k) plans), that are explicitly under our management.

If you’re a current student (or recent graduate), check out our Young Professionals program.

Get in touch with to learn more, or schedule a web meeting HERE.