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Transparent, Upfront, and Simple

What Is Your Investment?

Step by Step is a fee-only firm which means the compensation we receive comes entirely from our clients, not by the sale of any products or services. We do not receive commissions, referral fees, or third-party incentives of any kind which instills trust and ensures your best interests are at the heart of the entire relationship.

We do our best to keep costs transparent, upfront, and simple. All clients know their fees before they start the process and there are no hidden or “add-on” costs for additional services.  It is our desire to provide you exceptional value that far exceeds our fee.

Financial Planning

  • We charge an upfront financial planning fee. The fee for the 7 Step Financial Planning Process ranges from $2,500-$5,000. The exact fee will be articulated in the Financial Planning Agreement.

Investment Management

Total Account ValueAnnual Fee
First $300,0001.20%
Next $300,001-$500,000.90%
Next $500,001-$1,500,000.70%
Next $1,500,001-$3,500,000.50%
Next $3,500,001-$5,000,000.40%
Next $5,000,001-$10,000,000.30%
Next $10,000,001-$25,000,000.20%
Next $25,000,000 and Above.05%

Investment management services are most appropriate for those clients with at least $300,000 of investable assets.