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Our Fees

Fee-only means we get paid only by our clients, and we work only for them. 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 consultation will not include a written plan.