How Much It Costs
We know that every dollar makes a difference. That’s why we strive to keep your costs simple, straightforward, and directly related to the value that you receive from working with us.
Our advisory fee covers all aspects of what we do for our clients: financial planning, investment management, tax planning, and more.
The fee is calculated on “assets under management” which is another way of saying the investment accounts we manage for you. The table below demonstrates how the fee changes depending on your assets.
Portion of Assets Under Management
Annual Rate (%)
*Minimum annual fee is $2,400.
Ready to get started? Click the button below and let’s talk!
Not a fit?
That’s ok – we know that we’re not right for everyone. Click the button to view some helpful and relevant resources on your financial planning journey!