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What It Costs

Our Fees
Financial Planning

We charge a flat fee for creating a comprehensive financial analysis and plan. During step one of the process your planner will estimate the hours it will take to complete your financial plan (billing at $200 an hour) to arrive at your planning fee. 50% of the fee is collected up front and the remainder is collected after your plan has been presented.

This fee is waived for our current investment advisory clients that meet certain qualifications.

Our Fees
Investment Advisory Fee Schedule

  • Account balances less than $250,000 your advisory fee is 1.25% a year
  • $250,000 and $500,000 your advisory fee is 1.1% a year
  • $500,000 to $1,000,000 your advisory fee is 1% a year
  • $1,000,000 to $2,000,000 your advisory fee is 0.95% a year
  • $2,000,000 to $3,000,000 your advisory fee is 0.9% a year
  • $3,000,000 to $4,000,000 your advisory fee is 0.8% a year
  • $4,000,000 to $5,000,000 your advisory fee is 0.7% a year
  • $5,000,000+ Negotiable

For those with advisory accounts above $500,000, the financial planning fee is waived.

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