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.
|Household Account(s) Value||Advisory Fee Rate|
|$500k - $1m||1.10%|
|$1m - $2m||1.00%|
|$2m - $3m||0.90%|
|$3m - $4m||0.80%|
|$4m - $5m||0.70%|
|> $5 million||0.60%|
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.