Transparent Pricing for Smarter Wealth Growth
Understand our clear, fiduciary pricing model designed to align with your financial goals and long-term success.
A fee structure built around your unique wealth journey
Comprehensive Financial Planning consists of a one‐time set-up fee of $250 and an ongoing fee that is paid monthly, in advance, at the rate between $145 and $810 per month, depending on complexity and needs of the client. The fee may be negotiable in certain cases. Due to the level of work conducted at the beginning of this service, a 12-month commitment is required. Once the service enters its thirteenth month, this service may be terminated with 15 days’ notice. Upon termination, the fee will be prorated, and any unearned fee will be refunded to the client.
We win when you win: Fees designed for mutual prosperity
| $0 - $499,999 | 1.50% |
| $500,000 - $999,999 | 1.25% |
| $1,000,000 - and up | 1.00% |
Fees are paid in advance. The advisory fee is calculated using the value of the assets in the account on the last business day of the prior billing period.
For example: Let’s say your portfolio value is $100,000 at the end of December. Based on the chart above, in January your annual portfolio management fee will be equal to 1.5% of $100,000 or $1,500 (ie $100,000 * 1.5% = $1,500). We then take $1,500 and divide it by 4 which results in a fee of $375. This fee is deducted directly from your brokerage account. Investment management fees are paid quarterly in advance; therefore, the $375 covers the period from Jan 1st – Mar 31st.
