Fees
Financial Planning
$2,500 - $10,000 year
or
$220 month - $850 month
These fees are based on the complexity of each plan after we understand your needs we can quote your fee.
Investment Management
Account Value Advisory Fee
$5.000 -$2,000,000 1.00% $2,000,000.01-$4,000,000.00 0.60% $4,000,000.01-$10,000,000.00 0.40% $10,000,000.01 And Above 0.25%
Planning and Management
When using our investment management services we discount our planning fees
Account Value Planning Fee
$5,000 - $500,000.00 $500 year
$500,000.01 and above $250 year
Family Discount
Households with at least $1 million in advisory accounts we offer our financial planning to children below 30 at $500 year