Pricing Schedule
In order to deliver long-term value to our clients while providing the highest quality advice and level of service, we have designed a simple and cost competitive pricing schedule. As an independent advisor, we work solely for our clients and avoid conflicting loyalties to a parent organization.
Below is our annual fee schedule. We bill accounts quarterly in arrears based on the account value at the beginning of the quarter.
| Assets under Management |
Investment Management |
Financial Planning* |
| $0-$1,000,000 |
0.75 % |
1.00 % |
| $1,000,000 - $2,000,000 |
0.65 % |
0.80 % |
| $2,000,000 - $3,000,000 |
0.50 % |
0.60 % |
| $3,000,000 - $4,000,000 |
0.40% |
0.50% |
| $4,000,000 + |
0.30% |
0.40% |
*Financial Planning fee includes one year of Investment Management service
We understand that each new client is unique and therefore, we offer different solutions based on your needs. This flexibility allows us to provide the best service and most objective advice to our clientele.
To learn more about our flexible pricing schedule, please contact us.
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