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.
Financial planning services have a minimum fee of $4000 per year billed quarterly.
Investment Management fees are billed quarterly and deducted directly from client accounts. Fees for investment services begin at 1.25% annually for accounts under $1 million.