Fees

100% Fee-Only Advisor

Our fee structure is completely transparent and easy to understand. We offer services that can work for you and your needs. And as a fee-only fiduciary advisor, we do not sell products or accept any commissions or kickbacks from outside parties for the recommendations made. As a fiduciary we always have our clients’ best interest in mind.

Combined Services

Financial Planning plus Investment Management

This option works well for clients that 1. Want a continuous relationship with their advisor 2. Want their assets aligned with their values and managed by the advisor 3. Want a comprehensive financial plan with on-going review as their life changes over time.

 

Fees

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.

Comprehensive Financial Planning

A Financial Planning Roadmap

This option works well for individuals and families who are looking for a comprehensive picture of their current finances, financial goals and strategies to achieve those goals. The comprehensive plan not only details your cash flow, savings, debt, investments, and other finances, but also outlines tools to help protect your finances from the potential risks that may arise in life.

Fees

A flat rate of $2,500 a year. Paid as $1,750 upfront and $750 upon delivery of the plan. This plan is a 12-month engagement with the option to renew.

Businesses and Non-profits

Employee Benefit Plans or other Investment Services

This option works well for businesses and non-profits that wish to integrate sustainable investing and Environmental, Social, Governance (ESG) into their retirement plans (SIMPLE IRA, 401k or 403B), and want a financial advisor to provide on-going financial wellness as a package to the employees of the organization.

Fees

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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