Ongoing financial planning & investment management
The cost of our services are as follows:
| Assets Under Management | Advisory Cost |
| The first $1 million of assets under management | 1.0% |
| The next $4 million of assets under management | 0.8% |
| The next $5 million of assets under management | 0.6% |
| The next $10 million of assets under management | 0.4% |
| All remaining assets under management | 0.2% |
Our minimum fee is $5,000. This would apply for clients with assets under management lower than $500,000. Our fee comes directly from the accounts we manage unless you prefer or need alternate options. We never work on commissions. We do not receive any payments from anyone other than our clients. Please ask for further clarification or if would like a fee comparison. Our mission is to provide clarity, confidence, and comfort in your financial life. We welcome the opportunity to earn your trust.