We are a fee-only firm, which means we do not accept sales commissions. Client fees are our only source of revenue, so you know that we always put your needs first.

Investment Management

We base our fee for these services on the amount of assets under management according to the following schedule:

Assets Under Management / Annualized Fee
$1,000,000 and under / 1.00%
$1,000,001 - $3,000,000 / 0.75%
$3,000,001 - $5,000,000 / 0.50%
$5,000,001 and above / negotiable

Financial Planning

This service is included in the investment management fee for clients who maintain an account balance of $500,000 or more. For clients who have not yet accumulated sufficient investable assets or want to engage us on a project-by-project basis, we offer these same services for $250 per hour.