Financial Planning Fee
Plan | Cost | Description |
| Bronze | $750 | Typically appropriate for young professionals, or those accumulating wealth. |
| Silver | $1,250 | Typically appropriate for pre-retirees and retirees who require more in-depth planning due to evolving goals and changing life events. |
| Gold | Starting at $2,000 | Typically appropriate for clients and/or business owners with advanced planning needs requiring a higher degree of complexity. |
We start with a customized Financial Plan to serve as the road map and guide our decisions along the way towards financial freedom and confidence.
Financial planning services include defining goals, gathering data, analyzing data, developing plan, presenting plan and implementing the plan. The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions and illustrating your progress every step of the way. We can work on an hourly planning fee basis as well if desired.
* Financial plans are sold pursuant to a Financial Planning Engagement (FPE) and the terms and conditions contained therein. Please consult the fee listed on the FPE for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPE, the fee listed on your FPE will control.
Investment Advisory Fee
We are a fee-based firm. This simply means that we charge an annual fee for our suites of services and comprehensive planning approach.
Our advisory fees are typically deducted quarterly from your accounts.
Money We Manage | Annual Fee |
| Up to $250,000 | 1.20% |
| $250,000 - $1,000,000 | 1.00% |
| $1,000,000 - $5,000,000 | .8% |
| Greater than $5,000,000 | Customized |