Our Fee Structure

We are compensated based on a percentage of investable assets that we manage. Our fee covers ongoing comprehensive financial planning and investment advisory services related directly to achieving your financial goals and objectives, not generating transactions or commissions.

Our fees are calculated as a percentage of investable assets and are applied on a regressive breakpoint schedule as shown below:

Asset Under Management Annual Fee
Up to $500,000 1.20%
$500,001 to $999,999 0.90%
$1,000,000 to $1,499,999 0.70%
$1,500,000 to $4,999,999 0.50%
Over $5,000,000 0.35%

Our annual fee is prorated and paid quarterly, in advance, based upon the market value of the assets on the last day of the quarter. Our minimum quarterly fee is generally $1,500.

Example: A client with $2m of total assets under management would have a blended fee of .83% (a blended rate of the above schedule).

Tax Billing Rates: Contact our office for pricing related to your specific needs.