Our fees depend on the type of service you choose:
Wealth Management – If we manage your investment accounts, we charge an investment management fee quarterly. This fee is directly debited from your managed accounts and is based on the annual rate outlined in your agreement. Our fees range from 1.50% to 0.50% annually, depending on the assets under management. For example, an annual fee of 1.00% would be billed as 0.25% per quarter. You’ll receive a detailed billing statement each quarter. Ongoing financial planning is included in this service at no additional cost.
Flat Fee Financial Planning – For one-time financial planning, we estimate the hours needed and charge a flat fee accordingly, with pricing starting at $5,750. Half of the fee is due upfront, and the remaining balance is due upon delivery of your completed financial plan. You’ll have access to your planning team for one year after your plan is delivered. If you choose to update your plan later, we charge an hourly rate for those future meetings.
