Client-centered, fee-only planners, are compensated for their knowledge and services, much like an attorney or a physician. We do not receive commissions from the sale of products or any referral fees for referrals. No pushy sales tactics-just unbiased advice.

Investment/Advisement Management Fee

For portfolio advisory and management services, there are no implementation, set-up or upfront fees and there are no exit fees. We charge a single ongoing fee for the monitoring, management and administration of your investment portfolio, per the following table.

Assets Under Management Management Fee
$0 - $499,999 0.9%
$500,000 - $999,999 0.8%
$1,000,000 - $2,499,999 0.7%
$2,500,000 - $4,999,999 0.6%
$5,000,000 - $9,999,999 0.5%
$10,000,000 or more 0.4%

Financial Planning/Advice Fee

Our initial half-hour discovery meeting is complimentary, where we can interview each other.  This meeting will conclude with a recommendation and specific price quote which will depend on your unique circumstances and needs.

In general, three packages our available and exact terms will be quoted during initial meeting.

Service Package Services Provided
Gold Package -- Basic Plan, Software Access Fee $300 for one hour initial meeting, then $30 monthly (optional)
Diamond Package -- Full Plan, Software Access Fee $600 for two hour meeting, $30 monthly (optional)
Four Stars Package -- Full Plan, Qtrly Mtgs, Software Free $1,500 for initial plus three quarterly 2 hour meetings, monthly access free
In addition to the packages offered above, our financial advisors are available as a consultant that will depend on the scope of the work required and previous relationship with the client.
  • Financial Advice/Analysis (401k review/ 529 review) $100 one-time
  • Hourly rate for planning/consulting (new client) $150 per hour
  • Hourly rate for planning/consulting (current client) $100 per hour

With assets under management/advisement of $250,000 or more, financial planning services are included in the investment management/advisement fee.

Ready to start the conversation?
Request your complimentary first appointment.