We currently only provide financial planning services as part of our comprehensive Wealth Management service.
Please keep in mind that the fees you pay us are the only fees we receive. We do not receive any commissions, trails or referral kickbacks.
This comprehensive service includes ongoing investment management including assistance with most financial planning aspects of your family’s life. In many cases a financial planning project such as a complete retirement analysis is completed upon the initial engagement.
Fees are based on the total assets under management. Our minimum quarterly fee is $1,250 per quarter and it makes the most sense to have us manage at least $500,000 of assets. This can include existing accounts such as 401k, 403b or annuities that cannot be transferred over to our custodian. All fees are billed quarterly and deducted from your account.
1% on the first $1,000,000
.75% on the next $1,000,000
.45% amounts over $2,000,000