Our Payment Structure

Combined Services

Financial Planning and Investment Management Fees for Individuals and Families


Up to $1,000,000:                         1.15%

$1,000,001 – $2,500,000:             0.95%

$2,500,001 – $5,000,000:             0.85%

$5,000,001 and above:               Negotiated

Fees are based on Assets Under Management (“AUM”) held at our custodian.

Task-Specific Advice

Financial Planning or Consulting Fees for Individuals, Families, Businesses, or Non-Profits


Up to $250 per hour or a predetermined fixed-fee based on the expected time and complexity of the engagement.

Businesses and Non-profits

Employee Benefit Plans or other Investment Services


Please contact us to learn more about our services and fees.

Our fees for services are separate and distinct from the fees and expenses associated with investment company securities and custodial expenses. Transaction charges and/or brokerage fees may apply when purchasing or selling securities.


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