Our Fees

Comprehensive Financial Planning Fees:

  • Upfront fee from $600 to $1,500.
  • Ongoing monthly retainer from $75 to $125.

This service is included for Investment Management clients with $250,000 or more under mangement.

Investment Management Fees:

  • Up to $500,000 = 1%
  • $500,000 to $1,000,000 = 0.85%
  • $1,000,000 to $2,000,000 = 0.65%
  • More than $2,000,000 = 0.50%

Figures represent annual fees.

Focused Financial Planning Fees:

  • Flat rate of $1,000

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