Pricing

Please refer to our Form ADV for details on our pricing structure.

Which pricing structure is right for me?

Traditional AUM-Based Fee Structure: If you want a thorough planning experience and have under $5mm in investable assets, this is likely the best model for you. A percentage-based system can also align the financial interests of both advisor and client, as the growth and safety of the portfolio will directly affect the amount of advisory fee. 

Fixed-Fee Structure: Investors with greater than $5mm in investable assets wanting a comprehensive financial and tax planning experience may benefit from a fixed fee. Fees will be determine based on AUM and complexity of the planning need.

How and When do I pay?

Fees are collected quarterly and usually pulled from the account(s) being managed. For clients on the traditional AUM fee structure, the quarter-end value of the portfolio will be multiplied by the annual rate and then divided by four. For fixed-fee clients, the annual fee will simply be divided by four. Please refer to our ADV for examples of this calculation.

What if I just want a financial plan?

Pricing for individual plans starts at $2,000 and will adjust up depending on the scope and complexity of the client’s financial situation.  Please contact us for more information on standalone financial plans.