Financial Planning Fee
We start with a customized Financial Plan to serve as the road map and guide our decisions along the way towards financial freedom and confidence.
Financial planning services include defining goals, gathering data, analyzing data, developing plan, presenting plan and implementing the plan. The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions and illustrating your progress every step of the way. We can also work on an hourly planning fee basis if desired.
* Financial plans are sold pursuant to a Financial Planning Agreement (FPA) and the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.
Investment Advisory Fee
We are a fee-based firm. This simply means that we charge an annual fee for our suites of services and comprehensive planning approach.
Our advisory fees are typically deducted quarterly from your accounts.
Money We Manage
|Up to $250,000||1.20%|
|$250,000 - $1,000,000||1.00%|
|$1,000,000 - $5,000,000||.8%|
|Greater than $5,000,000||Customized|