Fee Structure

Learn how much it costs to work with our financial advisory firm

Option 1:

Financial Planning Only, $295/hr or flat fee $2,995

Option 2:

Financial Planning & Investment Management

We use the following Fee Schedule for option 2

The rate above is an annual rate, but we bill quarterly. It is truly “pay as you go”.

We make more money when your portfolio grows in value. We make less money when your portfolio falls in value. Our interests are aligned because we want to make more, not less.

Here is an example of how our management fee is calculated:

• Example 1:

  • Portfolio Value = $500,000

  • First $250,000 annual fee is 1.25%

  • Next $250,000 annual fee is 1.00%

  • Blended fee = 1.125%