An Overview of What We Charge
Standard Fee Schedule
Based on amount of assets under management (AUM)
Up to $500,000 AUM
$500,001 to $1,000,000 AUM
$1,000,001 to $5,000,000 AUM
Over $5,000,000 AUM
In place of the above fee schedule, we also offer flat fee arrangements when circumstances dictate that a flat fee or retainer may be a better fit. There is a minimum $1,250 quarterly fee ($5,000 annually).
The above fees include ongoing, customized management of the investment portfolio, ongoing financial planning, and regular access to us throughout the year. We generally recommend semi-annual meetings for our clients, however when events in a client’s life require additional meetings, we will meet as needed. Access to our Client Portal is available through our website.
We also offer management of 401k’s and other employer qualified plans.
*Bill-paying services are available upon request, for an additional fee.
Financial Planning Only
Fees range from $3,500 to $15,000 or more depending on the complexity of the engagement.
Although the majority of our clients engage our services for both investment management and financial planning, we do offer stand-alone financial planning services as well. The fee for a financial plan is predicated upon the facts known at the start of the engagement. Those with a relatively simple situation would be on the lower end of this range, while those with a complex situation that may include owning a business, several real estate properties, significant assets and a complex tax and estate situation would be higher.
Our minimum first year fee for a plan is $3,500. Financial planning arrangements may require several meetings when first drawing up a plan which would then evolve into annual or semi-annual meetings going forward if we work together for the long term, which most of our clients choose to do.
We no longer offer hourly financial consultations.