We want to make sure you know how we charge for our services before you meet with us.
- Initial Meeting: No Charge
- Initial Financial Plan: Starting at $1,500
- Subscription Financial Planning: Starting at $150/month
- Investment Management (see below) Starting at 0.25% annually
Investment management fees for financial planning clients:
Less than $999,000 0.50%
$1 Mil - $2,999,999 0.40%
$3 Mil - $4,999,999 0.30%
$5 Mil and Up 0.25%
At our firm, financial planning fees are determined by the complexity of your situation. Investment management fees are based on the above schedule. After we sit down and discuss your situation together, we will provide you with the exact financial planning flat fee.