Pricing

Pricing

Our fees are transparent - you will see exactly what you are paying, and we do not receive any commissions for selling products.

If we manage less than $500,000 of your investments

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If we manage more than $500,000 of your investments

Once total assets under our management exceed $500,000, you will pay a combined planning and investment fee according to the following schedule:

 
    Portfolio Value
    Annual Fee
  
*Up to $999,999
    1.0%
  
    $1,000,000 - $2,499,999
    0.9%
  
    $2,500,000 - $4,999,999
    0.8%
  
    $5,000,000 - $9,999,999
    0.7%
  
    $10,000,000 - $14,999,999
    0.6%
  
    $15,000,000 and Above
    0.5%

*If your investments subsequently drop below $500,000, you will pay a $1,250/quarter minimum.

There is no required contract length.

For more details, click here to view our Form ADV Part 2A - Firm Brochure.