How We Charge
We offer two different levels of service-Investment Management model and Flat-Fee model. Both of these services are comprehensive and cover all aspects of your financial life. Check out the differences below to see what works better for you.
This is our highest level of service and includes all of the services we offer including managing your investments. We use a tiered fee schedule as shown below.
Minimum account size: $375,000
Included in the flat fee is access to all of our services and expertise, except for investment management. This is a great option for those that do not meet the minimum above. Fees are based on the complexity of your situation.
Starts at $4000/year (billed $1,000 quarterly)
$2500 one-time initial plan fee