• Overview
• Our Schedule of Fees
• Advisor Search Guidelines
• Content of Financial Plan

Our Schedule of Fees

While our typical client has between $250,000 and $5 million under our management, we do not have a set minimum and will consider managing amounts less than $250,000 on a case-by-case basis.

Investment Management Fees (per year):

$0-$250,000 - 1.5%
Up to $500,000 = 1.25%
$500,001 - $1,000,000 = 1.00%
$1,000,001 and above = .8%

Preparation of a Comprehensive Financial Plan

$2,900 - $4,000 (depending on complexity)