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
Net Worth Annual Fee
$0 - $1.5 million 0.48%
$1.5 - $3 million 0.38%
$3 - $5 million 0.28%
$5 - $10 million 0.20%
$10+ million 0.15%
financial plan / hourly advice
Initial Financial Plan: $3,200 or more
Ongoing Advice: $400 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.
