SERVICES AND FEES

We offer services for both investment management and financial planning, often in tandem.  We value transparency; you have a choice when seeking financial advice and have every right to understand how your advisor is compensated.


 
 
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INVESTMENT MANAGEMENT ONLY

 


.50% to 1.00% of assets under management

 

 
 

FINANCIAL PLANNING ONLY 

 


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

 

 

 
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COMPREHENSIVE PLANNING

Investment Management and Planning


.50% to 1.00% of assets under management

Financial Planning Fees Waived*

 

*With assets under management of $500,000 or more, some or all financial planning services may be included at no additional fee under comprehensive planning.

Investment management services include but are not limited to portfolio analysis and construction, risk profiling, reporting, re-balancing, tax-loss harvesting, household level management (asset location), defined investment policy statements and access to specialized managers when appropriate.

Financial Planning services include delivery and review of a comprehensive financial plan. Plans may include complete cash flow planning, forecasting, guidance on retirement, insurance, estate planning, education savings as well as general investment recommendations 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.