SERVICES AND FEES

We offer services for both investment management and financial planning, often in tandem.  We value transparency and your right to know the way in which we may be compensated for the services we offer. You have a choice when it comes to seeking financial advice and have every right to understand the fee structure when working with an advisor and how your advisor is paid.

 
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INVESTMENT MANAGEMENT ONLY

Up to $2,000,000: 1.00% 

$2,000,001+:  .50%

 
 
 

COMPREHENSIVE PLANNING*

Up to $2,000,000: 1.00%

$2,000,001+:  .50%

 
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FINANCIAL PLANNING ONLY

Planning fees range from $1500 to $5000, depending on complexity

 

*With assets under management of $500,000 or more, some or all financial planning services will be included in the investment management fee.

Investment management services include but are not limited to portfolio construction, risk analysis, reporting, re-balancing, tax-loss harvesting, household level management and access to specialized managers in certain circumstances.

Financial Planning services include delivery and review of a comprehensive financial plan that will serve as the blueprint for your financial future. Plans will include investment recommendations as well as complete cash flow planning, guidance on retirement, insurance, estate planning, education savings and serve as a basis for future modeling and scenario tested decision-making.  This includes initial meeting(s) up-front, ongoing review, and anytime access for questions as they arise.