Our Service Pricing

Investment Management & Ongoing Financial Planning

Assets Under Management (AUM)Annual Fee
First $300,000$3,000
$300, 001 – $2.000,0001%
Above $2,000,0010.50%


The annual fee is a blended rate and covers investment management and ongoing financial planning.  Clients with less than $300,000 AUM are charged a flat annual fee until reaching $300,001 in AUM, at which point they are moved into our standard fee schedule.


    1 + 3 =