Advisor Fees

Our Fee Structure

No one likes to talk money, but we believe that fee transparency helps you make smarter decisions about who to partner with for financial advice. In addition to the services we provide, we work closely with other members of your team, such as your attorney, your CPA, and anyone else who helps you make important decisions.

Market Value of Assets Under Management

< $500,000 1%*
$500,000 – $1,000,000 0.90%
$1,000,000 – $1,500,000 0.80%
$1,500,000 – $2,000,000 0.70%
$2,000,000 – $3,000,000 0.60%
> $3,000,00 0.50%

* Other fee-based planning structures are available. Contact us for more information.

The Assets Under Management fee is a blended fee, the full plans include:

    • Planning for goals
    • Cashflow planning
    • Risk Management
    • Asset Management
    • Consultation with a CPA for tax planning opportunities
    • Quarterly review meetings