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:

$1,125

  •   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

 

For a list of program fees please refer to the client agreement and the firm’s ADV