Fees
You can engage in our services regardless of how much money you have to invest.
Advisory Fee Schedule |
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Investment Management Service Ongoing service with fees paid directly from your managed investment account(s) on a quarterly basis.
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Fee Rate 2.00% on the first $100K invested, then 1.00% on the next $100K invested, then 0.50% on each dollar invested above $200K.
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Financial Planning Service Periodic service with fees paid via ACH, debit/credit card, or check immediately following the completion of work.
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Fee Rate Based on the firm’s prevailing rate of $125 per hour. Planning typically results in 30 to 50 hours of billable work.
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In addition to the fees outlined above, you’ll pay a one-time fee of $500 that covers the cost of onboarding when you first become a client. This fee can be paid via ACH, debit/credit card, or check.
New clients who want to engage in the Investment Management Service and have less than $150,000 total in managed investment accounts across their household are required to enroll in the Financial Planning Service.
Financial Planning Service fees are waived for clients enrolled in the Investment Management Services who maintain a total balance of at least $150,000 in managed investment accounts across their household.
Our goal is to serve you for years to come, but if you change your mind or want to go in another direction, you can cancel our services at any time and without penalty by providing us 30-days of notice. Any accrued fees that have been earned up to the date of your cancellation request will become immediately payable.