Fee-Only Financial Planning & Investment Management

Your life is complicated. How you pay for things shouldn’t be. We are Fee-Only, with a clear, straight-forward pricing structure.

Initial Financial Planning Fee: $3,850

Ongoing Financial Planning and Investment Management Fee:

Assets:                                              Annual Rate
First $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