Trust and transparency make it work

We are fee-only advisors, which means that we are compensated only by our clients and do not receive compensation or commissions from any other parties. This helps us focus on what is important: you and your goals.

We believe fee transparency is important - you will always know the cost for our services. Our fees are based on a percentage of the investment assets that we help you manage and encompass both our investment advice and our comprehensive, hands-on financial planning process.

Whether you are currently growing your wealth or need help making your money last through a dream retirement, we can help.

Our annual fee schedule:

• Portfolios under $720,000 are charged at 1.25% of assets

• Portfolios between $720,000 and $1 Million have a flat fee of $9,000

• Portfolios over $1 Million are charged a tiered rate of:

  • the $9,000 fee, plus

  • 0.75% for additional assets between $1 million and $3.5 million, plus

  • 0.50% for additional assets over $3.5 million