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.
0.60%-1.20% per year
Fees for investment management are determined by the amount of assets under management and are negotiable, determined on a case-by-case basis. Ongoing financial planning and financial tools, along with unlimited access to advisor are included.
$500-$6,000 per plan
Fees for project-based financial planning engagements are determined by which planning services are selected, as well as the scope and complexity of the individual topic.