Fees

 

COMPREHENSIVE WEALTH MANAGEMENT AND INVESTMENT MANAGEMENT

Fees are based upon a percentage of assets under management and are invoiced quarterly in arrears.  This is our preferred method of working with clients and includes both investment management and all wealth and planning services.

Consulting and Financial Planning Only

 

IF YOU WOULD PREFER TO MAINTAIN CONTROL OF MANAGING YOUR INVESTMENTS:

  • Standalone financial plans can be developed and delivered but implementation will be up to you– price and deliverables will be negotiated individually based on the complexity of the project.

  • Hourly Financial Planning Services focus on specific planning needs, such as business planning, college funding, retirement planning, charitable giving, tax strategies, etc.  The hourly rate for limited scope planning services is $200 to $400 based on the complexity of the planning service.

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