Our clients pay us directly for the services we provide as follows:

Ongoing Financial Planning: Starting at $1,650 annually (payable in monthly or quarterly installments) and is based on the level of planning needed. 


Investment Management: Households above $1,000,000:  0.95%; Households less than $1,000,000: 1.30%

We include our Ongoing Financial Planning service for clients with $500,000 or more under our management.

At our initial meeting, we’ll explore your goals and obtain an understanding of how a relationship with us might benefit you.

If there’s a fit, we’ll customize a plan that suits your unique requirements, agree on a fee, and take action together.


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