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Fee Schedule

We work only for you. We do not accept commissions, referral fees, or third-party kickbacks of any kind.  Our advice is fully objective and always in your best interest.

The annual fee ranges from 0.25% to 1.00% of your investment portfolio. This fee covers ongoing management of your investment portfolio and comprehensive financial planning services. 

We are currently accepting clients who have a minimum investment portfolio of $1,000,000 (including 401(k) and other retirement accounts) or who receive a referral from a current client of the firm. Clients who do not meet the firm's investment portfolio minimum may be subject to a minimum retainer fee.

Click here to read more about how our fees are calculated and assessed.