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Our Fees

We offer a lot more than standard financial planning

You’d be hard-pressed to find an area of your life that isn’t touched by money; it’s woven into the very fabric of our lives. Because of this, we offer a lot more than standard financial planning and investment management. We help our clients tackle any financial goal they’re trying to reach or challenge they’re trying to overcome. If money is involved, you can rely on us to help you figure it out. We’ve helped educate our clients on retirement plan benefits, sort through 1031 exchange guidelines when selling real estate, decide if now’s a good time to renovate their home, and more.

Financial Planning Services

We generally charge a flat fee of $2,500 for a comprehensive financial plan. Fees for consulting services are based on an hourly rate of $250 an hour.

Some clients may have more complex situations requiring more time and additional costs. Any additional costs or services will be agreed upon by both parties.

The terms of our engagement are set out in a financial planning or financial consulting agreement.

Investment Management Services

Our fee structure is simple, transparent, and easy to understand. We charge an annual fee based on a percentage of the assets we are managing for a client. Our fee schedule is tiered. The more of your assets we are managing, the lower the rate we charge.

  • First $250,000: 1.50%
  • Next $250,000: 1.35%
  • Next $2,500,000: 0.75%
  • After $3,000,000 is negotiable

Our firm bills our clients in advance. Our billing is generally done within the first 10 days of the month follow the last month of the preceding calendar quarter. Our fees are typically drawn from our clients account(s).