The services we provide involve primarily the following:
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. However, if your investment account is less than $250,000, there is an initial, one-time financial planning fee of $3,000.
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, our advisors are independently licensed to sell insurance products through various carriers. We receive commissions from carriers when we sell insurance products.
For more information on pricing, you can refer to Form ADV Part 2A.
- Comprehensive, ongoing financial planning and guidance, and
- 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. However, if your investment account is less than $250,000, there is an initial, one-time financial planning fee of $3,000.
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, our advisors are independently licensed to sell insurance products through various carriers. We receive commissions from carriers when we sell insurance products.
For more information on pricing, you can refer to Form ADV Part 2A.