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%

*Fees are negotiable

Financial Planning

Initial Fee:

The initial fee collected will be no greater than $500 and is based on complexity. This fee covers the initial deep dive and construction of your comprehensive financial plan. We begin work immediately after this fee is paid.

Ongoing Monthly Fee:

The negotiated monthly fee is flexible, ranging anywhere from $80 to $400 / month. It is determined by your specific needs, complexity, and estimated resources required to provide your ongoing services. This fee covers continuous financial planning, ongoing research, and dedicated support to keep your financial life on track.