Your Benefits

A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. We treat our clients as individuals and not numbers.

Our Fees

Financial Plan Fees

Our typical fee for a comprehensive Financial Plan is $6,000. The fee is payable in two installments, with one-half due at the beginning of the engagement and the other half due upon completion of your financial plan.
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Wealth Management Fees

We offer our Wealth Management services under a Fixed Annual Fee arrangement. Fees are reviewed annually and billed quarterly in arrears. Our new client minimum fee is $10,000, and our minimum annual fee is $5,000 for Wealth Management services. The Fixed Annual Fee is calculated using the value of your Assets Under Management (AUM) at the end of the previous month, and the fee is rounded down to the nearest $1,000.

Wealth Management Services Annual Fixed Fee Rates

Assets Under Management (AUM)

Up to $1,000,000

Fee Rate

$1,000,001 to $2,000,000

Fee Rate

$2,000,001 to $5,000,000

Fee Rate

Over $5,000,001

Fee Rate
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