Pricing

 We understand everyone's situation is unique so we built our fee structure to meet people where they are. We believe that fees should not be a surprise and that is why we have transparently posted them here. 

For clients who want us to manage their investments on their behalf, fee will be based on a % of the assets managed:

Assets Under Management Annual Rate
$0-$1,000,000 1.00%
Next $1,000,000 ($1,000,001 - $2,000,000) 0.75%
Next $3,000,000 ($2,000,001 - $5,000,000) 0.50%
Over $5,000,000 0.30%

As an example, if a client has $2,000,000 with us, their fee as a % will be .88%. 1% on the first $1,000,000 and .75% on the next $1,000,000. A client with $4,000,000 with us, will pay a % fee of .69%. 1% on the first $1,000,000, .75% on the next $1,000,000 and .50% on the next $2,000,000. Full wealth management and tax preparation services included. 

For clients who want ongoing advice and tax services and prefer to pay a flat fee, the following fees are billed annually and can be paid monthly, quarterly, semi-annually, or annually

Payment Payment Due
Tier 1 $3,500
Tier 2 $5,000
Tier 3 $7,500
Tier 4 $10,000

This option makes the most sense for investors who do not want to outsource investment management or have the majority of their net worth in their company retirement plan or private assets but still want ongoing advice and tax preparation services. Pricing tiers are based on complexity. A formula of % of income and net worth is used to determine complexity tier.

One Time Financial Plan

$4,000

This plan makes the most sense for people who simply want a second opinion or a check in of how am I doing and do not desire ongoing advice and implementation. This will include 6 months of service post plan delivery to help implement initial recommendations. This option does not include tax preparation.