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.
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Our work is as diverse as our clientele. Therefore, our fees structure is designed to be flexible and affordable. We believe in delivering tremendous value.
For clients with more than $2M, we set a flat annual fee, based on complexity, covering both comprehensive financial planning AND investment management. For clients earlier in their careers or with smaller investment assets, we charge a percentage of AUM (assets under management) per the table below.
$0 - $1M
0.90%
$1M and up
0.75%
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:
$500 - $5,000 per quarter.
One-time Financial Planning (Project-based)
$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.