Enjoy our all-inclusive pricing to get your financial house in order

Our pricing covers all of our advisory services to help you achieve financial independence.

See all the services you get for a simple and fair price

What's included

Advisory services to help you achieve financial independence, which may include: 

• Designing a financial strategy that will address all of your financial goals
• Building and managing your investment portfolio(s) 
• Identifying opportunities to continue to improve your financial situation
• Identifying issues and problems before they become acute
• Coordinating the activities of your other advisors (CPA, attorneys, etc.)

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Pricing

Percentage of investment assets that we manage:
     1.25% on assets to $500,000
     1.00% on assets between $500,001 and $5,000,000
     0.75% on assets between $5,000,001 and $10,000,000
     0.50% on assets in excess of $10,000,000​

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Other compensation

• Fixed or hourly pricing for financial planning/consulting or special projects. 
• Commissions from insurance companies when insurance policies are placed. ​

Have little or no investment assets?   Alternative pricing is available. To learn more, contact us. 

Refer to our Form ADV 2A Brochure for additional information regarding our fees.