Prices
Fees For Investment Management
| Assets Under Management | Annual Assets Under Management Fee |
|---|---|
| First $1,000,000 | |
| Next $2,000,000 | |
| $Next $2,000,000 and Above |
We don’t have a required minimum assets under management. We will take a client on if we can add value to the relationship. If it's not the right fit, we can point you in the right direction.
Fees For Ongoing Comprehensive Financial Planning - Upfront Fee Plus Quarterly
| One-Time Upfront Fee | |
| Plus Ongoing Comprehensive Financial Planning (Quarterly in Arears) |
All Comprehensive Financial Planning Fees are negotiable depending on assets, the complexity of the client’s financial circumstances, and the services to be provided.
Fees For Project-Based Financial Planning - Hourly Or Flat Project Fee
| Hourly Fees | |
| One Time Fixed Project Fee |