What You Pay
We don’t take commissions or sell products. We get paid by our employer — you!
We’re fee-only fiduciaries.
You always know what and whom you’re paying.
INITIAL FINANCIAL PLAN
Your plan will direct how and where your money is invested and provides the groundwork for all recommendations. We know we cannot give you personalized advice without doing a comprehensive dive into your entire financial picture. We charge $350 an hour to build your initial financial plan.
The average plan costs between $4,000 and $7,000, depending on the depth of each client’s needs.
ONGOING ASSET MANAGEMENT FEE
After we complete your financial plan, we charge an ongoing implementation and asset management fee as we become your trusted advisors. We set up an implementation checklist to execute your new financial plan. We execute or assist with all the heavy lifting as you onboard as a new client.
The ongoing fee covers investment management, being on call for all financial and life questions, an annual financial plan update, as well as periodic review and update meetings.
We bill quarterly based on the average value over the last 3 months of the assets we manage.
FEE STRUCTURE
$0 to $250,000 – 1.5%
$250,001 to $500,000 – 1.25%
$500,001 to $1,500,000 – 1.00%
$1,500,001 to $3,500,000 – 0.75%
$3,500,001 to $6,000,000 – 0.50%
$6,000,001+ – 0.25%
