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Experience Ongoing Wealth Management

With Straightforward and Transparent Fees

Our team operates as a fiduciary when providing financial advice. See our fee schedule below for more details.

Tiered Fee Schedule

Account Value Fee
First $1,000,000 1%
Next $500,000 0.9% ($1M - $1.5M)
Next $500,000
0.8% ($1.5M - $2M)
Next $500,000
0.7% ($2M - $2.5M)
Next $500,000
0.6% ($2.5M - $3M)
Above $3,000,000 0.5% (3M+)

*For clients that do not need ongoing wealth management, we provide financial planning and general financial advice at an hourly rate of $250 per hour.

*Insurance products such as life insurance, disability insurance or fixed annuities are available upon request. If an insurance policy is recommended as part of your financial plan, you may purchase the policy from any licensed agent. If we help you obtain an insurance policy, the insurance company will pay us a commission, as is the standard in the insurance industry.

Interested in Learning More?

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