Fee Structure

Fee Structure

As a fee-based private wealth management firm, the value we offer entails more than just investment advice. Our advice is a result of deep relationships, holistic planning, and our commitment to a high level of service. We focus on providing a superior wealth management experience by creating a sophisticated plan that encompasses all parts of your financial life.

We offer completely fee-based accounts using the following schedule:
Assets Under Management Advisory Fee
First $1,000,0000 1.00%
Next $1,000,000 0.75%
Next $3,000,000 0.50%
Additional 0.25%
100% Fee-Only Structure

Our advisory fee includes all ongoing financial planning and investment management services. With our fee-only model, our success is measured exclusively by your success. That is our only incentive. Deep to our core, we believe this is not only the best way — it’s the right way.

Minimum Account Size: $500,000

If you have less than $500,000 and would like to speak to us about becoming a client, please reach out to discuss.

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