$625 per quarter plus 0.50% of managed assets

Easy to Understand - Transparent - Unparalleled Value


This seems too easy, are there any exceptions?

There are two possible exceptions to our standard fee. While tax planning is included in our standard fee, we may charge an additional fee for tax preparation depending on the complexity of your return and the total fees being paid. We’re happy to discuss the specifics of your situation and if an additional fee would apply. The second possible exception is for situations beyond our normal scope of work. Given that our normal scope of work is quite extensive, we don’t anticipate encountering this situation. Should this situation arise, we would discuss it before any additional fees would be incurred.

I have over $5 million in investable assets, do you offer a fee discount?

Yes, you may be eligible for a flat fee service once your assets under our management exceed $4.5 million. This means that no additional advisory fees will be incurred for assets that exceed this amount. This is dramatically different from industry norms where fees continue to be charged even though the effort to manage additional dollars is typically negligible.

I’m committed to improving my financial health but your fees are a barrier to me, what should I do?

We want to make high quality wealth management accessible to as many people as possible. While our fees are already lower than the industry average, we don’t want them to be a barrier to receiving high quality advice. In an effort to broaden our impact, we have committed to working with a limited number of clients at a reduced fee who would ordinarily not have access to the high level of service we provide. Please contact us to discuss if we are a fit to work together and if we are not, we likely know another advisor who would be a good fit and we would be happy to make the connection.