Pricing.
transparent and fair.
Contrary to the traditional industry model, we believe clients should understand how and what Advisors are paid.
Asset Management
Portfolio Value Annual Fee
$0 - $1.5 million 0.65%
$1.5 - $3 million 0.55%
$3 - $5 million 0.45%
$5 - $10 million 0.35%
$10+ million 0.28%
Flat Fee
Client Net Assets Annual Fee
< $1 million $5,000
$1 million - $2 million $10,000
$2 million - $3 million $15,000
$3 million - $4 million $20,000
$4 million - $5 million $25,000
$5 million - $7.5 million $30,000
$7.5 million - $10 million $35,000
$10 million - $12.5 million $40,000
$12.5 million - $15 million $45,000
$15+ million $50,000+
financial plan / hourly advice
Initial Financial Plan: $3,600+
Ongoing Advice: $450 per hour
Unlike most wealth advisory firms, our fees from clients are the only revenue we receive.
No commissions. No referral fees. No back-door payments from banks, financial companies or insurance companies.
Don’t be fooled by “Fee-Based” — it’s not the same as Fee-Only.
“Fee-Based” is a confusing, similar-sounding phrase that means the Advisor can charge a fee AND make commissions from other products (insurance, annuities, mutual funds, REITs, etc.).
Rather, We are fee-ONLY.
