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Simplified our compensation methods to match your needs.

Fees and Expenses

The financial industry has made fees mysterious and sometimes impossible for clients to discern. It’s very simple; if fees are not absolutely transparent you are probably paying too much. There are many great ways to minimize the cost of investing. The method of compensation should be clear to you before you sign our financial planning agreement.

Blended Rate Fee Structure

Your Managed Assets Annual Rate
$1 – $250,000 1.00%
$250,001 – $1,000,000 0.85%
$1,000,001 – $3,000,000 0.75%
$3,000,001 – $5,000,000 0.65%
$5,000,001 – $10,000,000 0.50%
$10,000,001 and Above Negotiable

For those clients that choose to hire us for financial planning as well as manage their investment assets, our fees are based on a percentage of the assets we directly manage for that client, calculated on a tiered, blended rate basis.