Our Fees

Clients may engage us to provide discretionary investment advisory services on a fee-only basis. Investment management fees are charged on a quarterly basis, in advance, for these services. Annual fees are prorated for the billing period, and calculated on the assets under management at the time of billing (January, April, July, October). Our management fees are based on the total amount of assets under management by us and are debited from client account(s).

Our Fee schedule for clients is as follows

Assets Under Management Fee:

1.25%          0-$999,999

1.00%          $1,000,000-$1,999,999

.85%            $2,000,000 - $4,999,999

.75%            $5,000,000-$9,999,999

.70%            $10,000,000-$24,999,999

.55%            $25,000,000-$49,999,999

.40%            $50,000,000+


Financial Planning Fees:

Flat Fee: $1000-$50,000
(quote will be provided after consultation)

Hourly: $200-$400 per hour (depending on the complexity and number of team members involved)