Plain and Simple. We charge you a fee for our advice and receive no compensation from any other source. Nothing is hidden—we are totally transparent in our costs. While we’re open to meeting with prospective clients who may have an interest in our services, we feel that we can provide the greatest benefit to those who have over $500,000 in investible assets or have complex financial situations.
Planning Fees
The financial planning fee is based upon a percentage of Net Worth for billing purposes as articulated in the table below. Fifty-percent (50%) of the planning fee is due to commence the relationship with the remaining balance due upon the completion and delivery of the plan.
There is no obligation to continue our planning relationship; however, over 95% of our Financial Planning clients retain us to help execute their plan through ongoing Investment Management advice.
Net Worth
Financial Planning Fee
First $2,000,000
.20% of Net Worth ($2,000 minimum fee)
Next $3,000,000
.10% of Net Worth
Next $5,000,000
.05% of Net Worth
Amounts above $10,000,000
.03% of Net Worth
Methodology to Calculate Net Worth (for Financial Plan Fee Billing Purposes)
What's Included
What’s Not Included
Investment Management Fees
Investment management fees are based on the total amount managed or advised on in all accounts for the client. Our minimum annual fee is $5,000. This fee includes both ongoing investment management and financial planning. Our fee structure is:
Less than $500,000
Minimum $5,000
Value from $500,001 to $2,000,000
1 % annual or 0.25% per quarter
Value from $2,000,001 to $5,000,000
0.7% annual or 0.175% per quarter
Value from $5,000,001 to $10,000,000
0.4% annual or 0.1% per quarter
Value above $10,000,001
0.25% annual or 0.0625% per quarter
Fees are invoiced and debited on a calendar quarter basis and billed in advance of the quarter. Fees are deducted directly from your investment account(s).
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