Pricing
Simplified and transparent compensation methods to match your needs
The financial industry has made fees mysterious and sometimes impossible for clients to discern. It’s very simple; if fees are not absolutely transparent you are probably paying too much. The method of compensation should be clear to you before you sign our financial planning agreement.
Blended Rate Fee Structure
Managed Assets
Annual Rate
Our wealth management services include both financial planning and investment management. Fees are based on a percentage of the assets we directly manage, using a tiered rate system. This means different portions of your assets are charged at varying rates, with higher asset levels benefiting from lower rates. The annual fee is divided into quarterly payments for convenience. We generally require a minimum annual fee of $2,400 to effectively deliver our services.
