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.