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Transparent, Upfront, and Simplified Fees

What is the Fee

We do our best to keep the costs of working with us transparent, upfront and simplified. It is our desire to provide you an exceptional service and value that far exceeds our fee.

We do not receive commissions, referral fees, or third-party incentives of any kind, and our transparency means clients will always know the fees before they start the process. Our Wealth Management fee includes all the services we offer. We do not charge for "add-on" services. 

Wealth Management

  • After the initial strategy session, if it is in your best interest, and we mutually agree to continue working together, we will determine your Wealth Management (ongoing financial planning) annual fee by using the scale below.
    • Fee Calculation 
      • $125 monthly fee if your investment assets are between $0-$125,000
      • $250 monthly fee if your investment assets are between $125,001-$250,000
      • $375 monthly fee if your investment assets are between $250,001-$500,000
      • $500 monthly fee if your investment assets are between $500,001-$750,000
      • $625 monthly  fee if your investment assets are between $750,001-$1,000,000
      • $750 monthly fee if your investment assets are between $1,000,001-$1,250,000
      • $875 monthly fee if your investment assets are between $1,250,001-$1,500,000
      • $1,000 monthly fee if your investment assets are between $1,500,001-$1,750,000
      • $1,125 monthly fee if your investment assets are between $1,750,001-$2,000,000
      • $1,250 monthly fee if your investment assets are between $2,000,001-$2,250,000
      • $1,375 monthly fee if your investment assets are between $2,250,001-$2,500,000
      • $1,500 monthly fee if your investment assets are between $2,500,001-$2,750,000
      • $1,625 monthly fee if your investment assets are between $2,750,001-$3,000,000
      • $1,750 monthly fee if your investment assets are between $3,000,001-3,250,000
      • $1,875 monthly fee if your investment assets are between $3,250,001-$3,500,000
      • $2,000 monthly fee if your investment assets are between $3,500,001 +

Our Clients Pay Their Annual Fee on a Monthly Basis. Why?

  • Helps You Manage Cash Flow
    • You pay most of your bills and subscriptions monthly. Why does your financial planning service have to be different? We have the ability for you to pay your monthly fee via credit card, ACH, check or as a deduction from your investment accounts. Deduction from your investment assents is the preferred method.
  • Transparent and Easy to Understand
    • We want you to know at all times what you are paying us for our service. Once a year we reevaluate your monthly fee using your current investment values, and we send you a notice if your monthly fee has increased, decreased or remained the same. 
  • Makes Financial Planning More Accessible
    • Many of the families we serve don't meet the asset minimum of other financial advisors. By offering a monthly payment model, we are able to serve those families often ignored by other advisors.