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Our Fee Structure

As a fee-based wealth management firm, we are transparent about our fees so that you have a clear understanding of what you will pay for our services. We charge a one-time financial planning fee and an ongoing quarterly investment management fee that is charged against the account we manage for you.

Financial Planning Fees

We provide all of our clients a customized financial plan with recommendations. The one-time fee for this plan will be based on the complexity of the services provided, with most fees ranging from $1,000 to $2,500.

Investment Management Fees

We charge an investment management fee based on the value of your portfolio. We advise on portfolios with a minimum value of $500,000, including active 401(k) accounts.

We waive this minimum for our clients’ children. We may also waive it for potential clients who are financially responsible and saving a substantial portion so that they will reach the minimum in a reasonable time.