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.  NOTE:  0.9% annually is the maximum fee for all AUM clients.

Assets Under Management Management Fee
$0 - $499,999 0.9% annually (0.225% quarterly)
$500,000 - $999,999 0.8% annually (0.200% quarterly)
$1,000,000 - $2,499,999 0.7% annually (0.175% quarterly)
$2,500,000 - $4,999,999 0.6% annually (0.150% quarterly)
$5,000,000 - $9,999,999 0.5% annually (0.125% quarterly)
$10,000,000 or more 0.4% annually (0.100% quarterly)

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 are available and exact terms will be quoted during the initial meeting.

Service Package Services Provided
Gold Package -- Basic Plan $300 for one hour meeting & basic plan
Diamond Package -- Full Plan $600 for two hour meeting & full plan
Four Stars Package -- Full Plan & Qtrly Mtgs $1,500 for initial two hour meeting plus three quarterly 2 hour meetings & full plan

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