Pricing

Investment Management

Assets Under Management	Annual Advisory Fee*
$0 – $100,000	$1,000 or 3%, whichever is lower
$100,001 – $1,000,000	1.00%
$1,000,001 and Above	0.75%

Financial Planning

Comprehensive Financial Plan: $2,000 one-time fee*

A one-time engagement that results in a written financial plan addressing your overall financial situation, including financial goals, cash flow and debt management, employee benefits, insurance and risk management, investments, retirement, taxes, and estate planning. The fee is paid upon signing your Advisory Contract. We begin work immediately after the fee is paid. The engagement ends when the plan is delivered, and you are responsible for implementing it.

Ongoing Financial Planning: $2,000 to start, then $250/month*

Ongoing Financial Planning begins with the Comprehensive Financial Plan, and the $2,000 plan fee serves as your initial fee. After your plan is delivered, the monthly fee is billed in advance. We review your plan at least twice per year, when your circumstances change (such as a new job, marriage, the birth of a child, or approaching retirement), or at your request, and we provide updated recommendations following each review.

*Fees are negotiable, and your final fee is set out in your Advisory Contract. Fees do not include custodial, transaction, or fund expenses charged by third parties. Lower fees for comparable services may be available from other sources. For complete fee, refund, and termination terms, please see our Form ADV Part 2A.