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.