Fee Transparency
Fee Transparency
For over 30 years we have been providing our clients with comprehensive Financial Planning as well as Investment Management services. We feel that fee transparency is important to building trust and therefore have listed our fee schedule below.
After our first meeting with you, we will determine together which of our services are the best fit for you and we will be able quote you our fee. Our Financial Planning fees are billed on a flat fixed fee or hourly basis depending on what is in your best interest for the services you need.
Our Investment advisory fees are billed on an annual fee basis as outlined in the chart below. The annual advisory fee is on a sliding scale based on the investment assets we are managing.
| Investment Assets Subject to Advisory Fee | Annual Advisor Fee | Annual Financial Planning Fee |
|---|---|---|
| $0 - $499,999 | 1.50% | $3,000 - $5,000 |
| $500,00 - $999,999 | 1.25% | $3,000 - $5,000 |
| $1,000,000 - $1,999,999 | 1.00% | Waived |
| $2,000,000 - $4,999,999 | 0.90% | Waived |
| $5,000,000+ | Starting at 0.80% | Waived |
*Advisory fee does not include internal expense ratio
Hourly Financial Planning Consulting Fee $350/hour
Investment Management Services Include:
- Portfolio Review
- Investment Selection
- Rebalancing
- Gain/Loss Harvesting
- Time Horizon Analysis
- Risk Tolerance
- Asset Allocation
- Sustainable/ESG Analysis
- Research