Our Pricing

Investment Management & Ongoing Financial Planning – $300,000 +:

For those with $300,000 or greater in assets under management, a blended fee applies:

  • First $2,000,000: 1%
  • Greater than $2,000,000: 0.5%

Figures represent annual pricing, prorated quarterly.

Investment Management & Ongoing Financial Planning – Under $300,000:

For those with under $300,000 in assets under management, the following fees apply:

  •  $250 to $500 monthly, based on financial goals and situation

 

Questions?

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