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Our Fees

Fee-only means we get paid only by our clients, and we work only for them. We do not take commissions or kickbacks, ever. 

Our fee structure begins at 1% of the managed asset balance and is billed quarterly (0.25% per quarter). Fees are reduced for portfolio balances greater than $500,000, $2MM and $4MM. We ask that clients have a minimum of $250,000 of investable assets.

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

Initial consultation is free

We want to help you choose the right planner for you. 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. This consultation will not include a written plan.