Advisor Fees and Services

Our Fees and Services

We believe fee transparency helps you make smarter decisions about who to partner with for financial advice. All annual planning fees can be broken down into automated monthly payments.

Premier Planning

Premier clients pay $5,000 per year for financial planning. This covers the first $500,000 of personal asset management for no additional cost. If or when a client’s assets under management exceed $500,000, planning fees are waived. The Assets Under Management fee schedule at the bottom of this page would apply instead.

What’s included?

  • Life planning
  • Up to four client meetings per year after year one
  • Tax planning
  • Employee benefit review
  • Risk management and insurance review
  • Cash flow management
  • Debt management
  • Retirement planning
  • College planning
  • Estate planning and coordinating with your attorney (or helping you find one)
  • Portfolio review

Foundations Planning

Foundations clients pay $2,500 per year for financial planning, which covers the same areas above with some differences. These clients meet with us once per year for a plan review, although we are available for quick check-ins to assist with questions or other issues throughout the year.

Asset management is available for Foundations clients as a separate service at the fee schedule below. In this scenario, once a client reaches $250,000 in personal assets under management, they are graduated to Premier Planning to benefit from more of our services at the same cost.

 

Market Value of Assets Under Management

$0 – $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%
> $3,000,000 0.50%

Assets Under Management are billed as an annual blended fee. For example, for $1,000,000, the first $500,000 is billed at 1% and added to .9% for the next $500,000.

Please email us with any questions.