Fees

We offer competitive rates and fees for all of our services.

As your wealth increases and you consolidate more wealth under our management, our asset-based fee percentage decreases.  As part of our commitment to offer an umbrella of integrated services, investment management clients earn a 10% credit on investment management fees that can be used towards financial planning and tax services.  This extends the benefits and value of our investment management services and is our way of saying “thank you” for your trust in us.  We also gladly offer a 10% discount on all services for clients upon reaching their 70th birthday.

Assets Under Management                       Fee       
First $500,000                                               1.00%
Next $500,000                                               0.90%
Next $2 million                                              0.70%
Next $2 million                                              0.50%
$5 million +                                                     0.40%
 
Financial Planning                                   $240/hour
Tax Planning                                              $240/hour
Tax Compliance/Preparation                 $240/hour
 
Wealth management clients receive a 10% discount off financial planning, tax planning and tax compliance/preparation services.
 

Our minimum quarterly fee is $750 for clients 30 years of age or older. Under our Young Investor program, our minimum quarterly fee is $400 for clients who have not reached the age of 30.

We also offers 4 hours of complimentary personal financial planning services for each new investment advisory client.