Flexible Fee Schedule
You decide how you would like to work with us, as well as how we are compensated. Hire us to provide temporary or ongoing planning. Hire us to provide ongoing planning and investment management. You decide.
Planning Fee Only
You pay for planning service based on your needs.
Planning Fee + Investment Management
Comprehensive Planning is an ongoing process that starts with our initial plan development and implementation. Once the plan is established our work continues with quarterly investment and plan reviews.
Initial Planning starting at $1,875
Annual Portfolio Management Fee*
|Assets Managed||Annual Fee|
|0 - $999,999||1%|
|$1,000,000 - $1,999,999||.9%|