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Our Fees
We offer our clients a range of choices so that they can choose what works best for their situations. We will provide Financial Planning Advice without requiring clients to move their investable assets into our practice.
The following services are provided on a Fee Basis.
Financial Planning
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Hourly Consulting: There is no minimum. An estimate will be provided during a no-cost, no-obligation introductory meeting. -
Comprehensive Financial Planning: Fees are based on how complex your financial situation is. A comprehensive plan usually takes between one to three months to complete, and may require three or four meetings. A basic plan can be completed in a week, with two meetings.
Investment Management
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Hourly Consulting: There is no minimum. This usually includes a structured asset allocation based on your personal risk tolerance and time horizon, and can include an analysis of your current portfolio. An estimate will be provided during a no-cost, no-obligation introductory meeting. -
Fee-based Investment Management: We manage portfolios of all sizes. Our fees are based on total Assets Under Management within a family unit, and range from 2.25% to 0.5% annually, depending on the size of the portfolio. The larger the portfolio, the smaller the percentage charged.
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