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Fees

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The plans we develop are as diverse as our clientele. Therefore, our fees have a wide range, and are flexible to fit your needs.  

Ongoing Financial Planning:

$500 - $3000 per quarter.

One-time Financial Planning (Project-based)

$1000 - 20,000; based on needs and complexity

If you decide to let us manage your investments, we charge per the following schedule:

0.90%

0.75%

0.60%

$0 - $250K

$250K - $1M

$1M and up

These fees are deducted from your managed funds at the end of every quarter.

 

As fee-only advisors, you can trust that we are fully transparent about what our services are costing you. We don't receive commissions or charge hidden fees on any products or services we recommend.

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