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Our Fees

Fee-only means we get paid only by you as our client, and we work only for you. We don't ever take commissions or kickbacks. We ask that clients have a minimum of $250,000 of investable assets. Billing is quarterly in arrears.

Graduated Annual Fee

1.00% on your assets up to $500k
0.85% on your assets between $500k and $2 MM
0.60% on your assets between $2 MM and $4 MM
0.50% on your assets above $4 MM

Free initial consultation 

Our goal in your initial consultation is to answer your burning questions and recommend some actions you can take to improve your financial future, regardless of whether you choose to join us. We want to help you choose the right planner for you. This will not include a written plan.

Call to speak with an advisor and set up your free initial consultation: 513-469-8400