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. When you open accounts with us, you authorize us to directly debit your managed accounts at our custodian. Our fees use a blended rate depending on your assets under our management, which is referenced in your wealth management agreement. You will also receive a detailed billing statement each quarter outlining your fees by account. Ongoing financial planning is included in this service at no additional cost.
Financial Planning Only – For one-time financial planning, we estimate the hours needed and charge a flat fee accordingly, with pricing starting at $6,750. Half of the fee is due at your first planning meeting with us, and the remaining balance is due upon delivery of your financial plan. You’ll have access to your planning team for one year after your plan is delivered. If you choose to update your financial plan later, we charge an hourly rate to meet with your planning team.
