Services
Fee-Only Advisor
We are a 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 we make. As a fiduciary we always have your best interests in mind, combining your investment goals with ESG and SRI principles.
Combined Services
Financial Planning plus Investment Management
This option works well for clients that
- Want a continuous relationship with their advisor
- Want their assets aligned with their values and managed by the advisor
- 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 comprehensive financial plan without invested assets is generally $5,000. However, the fee can be more or less based on the complexity of the engagement. The fee is payable in two installments: 70% upon engagement and the remaining upon delivery of the plan. |
Book an Introductory Meeting Today
Start your ESG/SRI journey. Schedule a no-obligation, 15-minute complimentary call to learn more about our approach and how it may fit with your goals.