Our Fees (minimums)
Our Financial Planning Services have a minimum fee of $3,000. The fee is determined on a case by case basis and is based on the client’s specific situation, the level of complexity and the scope of the engagement. We will provide you with a personal road map for your financial future which will help you make smart decisions in light of your goals.
These services do not include investment management services or regular review and monitoring of your investment portfolio.
Our Fee Schedule for Investment Management Services are as follows:
Portfolio Value
Quarterly Advisory Fee
Annual Advisory Fee
First $1,000,000
0.25%
1.00%
Next $1,000,000
0.1875%
0.75%
Next $2,000,000
0.1125%
0.45%
Next $2,000,000
0.075%
0.30%
Amount over $6,000,000
0.0625%
0.25%
Our Investment Management Services have a minimum annual fee of $3,000. We will, at our sole discretion, accept engagements below our annual minimum.
Clients who participate in our Investment Management Services and meet our annual fee minimum will be considered as Wealth Management clients and will receive financial planning services as outlined in their personal Financial Planning Agreement.
