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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. 

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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%

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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

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