The services we provide involve two things: 1) comprehensive, ongoing financial planning and guidance, and 2) managing your investment portfolios. Fee for our services is on a tiered schedule as a percentage on the value of the investment assets we manage per the schedule below:
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
In addition to the above, if your investment account balance is less than $250,000, we bill an initial, one-time financial planning fee of $3,000 at the beginning of our engagement.
There is no minimum fee or minimum investment account value.
For additional information on pricing, you can refer to Form ADV Part 2A.
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
In addition to the above, if your investment account balance is less than $250,000, we bill an initial, one-time financial planning fee of $3,000 at the beginning of our engagement.
There is no minimum fee or minimum investment account value.
For additional information on pricing, you can refer to Form ADV Part 2A.