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About us

Our Fees

Transparent pricing, providing you peace of mind

As a fee-only firm, we don't sell products nor earn commissions. In fact, the only compensation we receive is what our clients agree to pay us for our services.

Fees for investment management are determined by the amount of assets under management and are negotiable, determined on a case-by-case basis. Financial planning with financial tool access are included with unlimited, on-demand access to your CFP® Professional.          

Household Account(s) ValueAdvisory Fee Rate
< $500k1.20%
$500k - $1m1.10%
$1m - $2m1.00%
$2m - $3m0.90%
$3m - $4m0.80%
$4m - $5m0.70%
> $5 million0.60%

The Wealth Management advisory fees are annualized, negotiable, prorated and paid in arrears on a quarterly basis. It is a tiered fee, as opposed to a blended fee, and is calculated by assessing the percentage rate as shown in the above chart and applying the rate to the average daily balance for the total Client’s household value during the quarter.