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Learn the Fee-only Difference

Ongoing financial planning & investment management


Our fee schedule is as follows:

Assets Under ManagementAdvisory CostBillable AssetsNon-Billable Assets
The first $1 million of assets under management1.0%
  • Investment accounts set up at Charles Schwab, our preferred custodian.
  • Investment accounts outside of Charles Schwab that we advise on (401(k), H.S.A.'s, 529's, no-load tax deferred annuities, etc.)
  • Checking or savings accounts
  • Home or other real estate
  • Businesses
  • Investment accounts outside of Charles Schwab that we do not advise on
  • Personal property
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.  

866-333-4726 |