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We believe in transparency with our fee structure. 

We are not paid by commissions, sales or transaction charges, kickbacks or any other forms of compensation as we work with you throughout the planning process and on an ongoing basis. We are only paid by our clients for unbiased and objective advice.

Financial Planning & Business Planning

Our minimum annual fee is $6,000 and can be paid monthly.*  There is no minimum asset requirement for planning services.  

Investment Management

Fees are based on a percentage of assets under management, according to the schedule below.

Assets Under Management


First $500,000


Amount over $500,000


Amount over $1,000,000


Amount over $3,000,000


*Note that financial and business planning services are included in the investment management fee when assets under management are greater than $500,000—clients do not pay both at this level.

Let’s Build a Plan

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