Pricing
Engaging our services is as simple as choosing the route that works best for you.
Route 1:
Plan Creation with Ongoing Planning & Investment Management
Your Managed Assets | Our rates |
---|---|
First $25,000 - $500,000 | 1.25% |
Next $500,000 - $1,500,000 | 0.95% |
Next $1,500,001 - $3,000,000 | 0.75% |
Next $3,000,001 - $5,000,000 | 0.65% |
$5,000,001 and Above | Negotiable |
Minimum Managed Assets*:
$360,000
*combined investment management & financial planning billing
Route 2:
Plan Creation with Ongoing Planning
Quarterly Subscription:
$375/month*
- Build a dynamic and comprehensive financial plan
- Work together to implement your financial priorities
- $0.00 Minimum Managed Assets:
12 month minimum ongoing relationship required
*Billed quarterly
For a list of program fees please refer to the client agreement and the firm’s ADV