Transparent Pricing & Fee Only

That’s why we’ve listed all of our pricing and fees right here.

We serve people who want a trusted, fiduciary financial planner on their team. 

We do not receive and will not accept any compensation, commission, or other remuneration that is contingent on the purchase or sale of a financial product by our clients. Our clients pay us directly on a quarterly basis for financial planning services and investment management services. 

Private wealth management services include both financial planning and the ongoing professional management of client investments. These client services are covered by a single fee, calculated as a percentage of invested assets.

Our minimum new account size is $500,000.

Your Financial Assets:

• 1.25% per year on the first $1,000,000, plus
• 1.00% per year for amounts greater than $1,000,000 up to $2,000,000,
• 0.80% per year for amounts greater than $2,000,000 up to $5,000,000
• 0.70% per year for amounts greater than $5,000,000 up to $10,000,000
• 0.50% above $10 million

Financial planning services have a minimum fee of $6000 per year billed quarterly.