The costs associated with our services are discussed openly and honestly with each client we work with. Prices may vary based on the complexity of your needs and will be quoted after our initial consultation.
Invested Assets | Fees | |
Emerging Affluent | $0 - $500,000 | 0.30% *In addition to $5,000 wealth planning fee. |
Accumulation Phase & Distribution Phase | $0 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 0.95% | |
| $1,000,001 - $2,000,000 | 0.75% | |
| $2,000,001 - $5,000,000 | 0.60% | |
| $5,000,001 - $10,000,000 | 0.45% | |
| $10,000,001 - $25,000,000 | 0.40% | |
$25,000,000+ | 0.30% |