Financial Advice - On Your Terms

You deserve freedom from financial worries and the confidence to face the future with anticipation rather than apprehension. Whatever level of help you want, we have you covered.

ongoing Financial Planning & Investment Management

The most commonly used model among our clients is working one on one with an advisor over an extended period of time. See our process here. 

Initial Planning Fee: $3,000. Waived for clients with at least $500,000 assets under management.

Ongoing Fee: 
Investment Management Blended Fee Schedule

Assets:                                              Annual Rate
$0 - $1,000,000                                      1.0%
$1,000,001 - $2,500,000                        0.9%
$2,500,001 - $4,000,000                       0.8%
$4,000,001 - $5,000,000                       0.7%
$5,000,001 - $6,000,000                        0.6%
Above $6 million 0.5%

The minimum annual fee is $5,000.

one time Q&A Session

A one time consultation for a second opinion or for someone getting started. If you're not put off by managing your own finances and have a few questions. You’ll validate what you're doing, see if there's anything you're missing and ask questions you've always wondered about. Ideal for people who manage their own finances and want a checkup. Also a great first step for someone who is just starting to think about their long term financial well-being.

Includes pre-meeting preparation, 90 minute meeting, 30 minute follow-up and one month of email access. 

Q&A Fee: $799