Our Service Pricing
Investment Management & Ongoing Financial Planning
|Assets Under Management (AUM)||Annual Fee|
|$300, 001 – $2.000,000||1%|
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.