Fair and Transparent Fees

There is one transparent fee for our services. For those who want comprehensive financial planning (includes investment management services), the fee is based on your net worth. For those who only want investment management services, the fee is based on the assets we manage.

We have no minimum client size, although the minimum annual fee is $7,200 ($600 per month). We do our best work when we have an ongoing relationship. Therefore, we don't provide hourly advice.  

We DO NOT collect commissions or any other fees, as we are committed to providing conflict-free advice.

Comprehensive Financial Planning Fee Schedule (includes Investment Management)

Investment Management ONLY Fee Schedule

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