Financial Plan Fees

Our typical fee for a comprehensive Financial Plan is $5,000.  The fee is payable in two installments, with one half due at the beginning of the engagement and the other half due upon completion of your financial plan. 

Wealth Management Fees

Wealth Management fees are based on a percentage of Assets Under Management (AUM) or a annual Retainer Fee

The annual AUM Fee is 1.0% for the first $1M, 0.75% for assets of $1,000,001 to $3M, and 0.5% for assets over $3M.

We don't impose an account minimum for starting or maintaining an account, but we do have a minimum annual fee of $5,000 for Wealth Management services.
 
We also offer our Wealth Management services under a Retainer Fee arrangement. The client will be charged an annual Retainer Fee that is agreed to by both parties.
 
The annual Retainer Fee is negotiated based on a combination of the value of the assets to be managed, the complexity of the client's situation and an estimate of time involved.