Transparent, Fair, and Affordable Fee Structure
We are fee-only advisors - the gold standard for transparency and fiduciary services. That means that you are always fully aware of the fees we charge, and we get no commissions or kickbacks to push products on to you.
Read more about Fee-Only Financial Planning.
Our work is as diverse as our clientele. Therefore, our fees structure is designed to be flexible and affordable.
Some clients let us manage their financial assets and we charge them a percentage of AUM (assets under management). This fee typically covers both investment management and comprehensive planning services. We also set a cap on fees depending on planning complexity and total funds managed.
0.90%
0.75%
0.60%
$0 - $250K
$250K - $1M
$1M and up
However, some clients choose to manage their own financial assets, and hire us to help with the financial planning. Our fees to them has a wide range, and depends on the complexity of their situation.
Ongoing Financial Planning:
One-time Financial Planning (Project-based)
$500 - $3000 per quarter.
$1000 - 20,000; based on needs and complexity.
The typical family of four, with a salaried couple in their 40s or 50s will cost $5,000 for a one-time financial plan.