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Learn the Fee-only Difference

Ongoing financial planning & investment management

The cost of our services are as follows:

Assets Under ManagementAdvisory Cost
The first $1 million of assets under management1.0%
The next $4 million of assets under management0.8%
The next $5 million of assets under management0.6%
The next $5 million of assets under management0.4%
All remaining assets under management0.2%

 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.    

Let's Get Started! Schedule An Initial Call.

866-333-4726 |