Our Payment Structure
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.
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.
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.