Our Fees

Initial ConsultationNo charge. (See FAQ for an explanation as to why we don't charge for our first two meetings.)

Investment Management: Our fees are based on the assets we manage for you and generally start at .25% per quarter. Our fees are tiered, which means the percentage we charge is reduced the more assets we are managing for you. For example, a $2 million portfolio would pay less than .25% per quarter.

(Fees are automatically deducted from a portfolio at the beginning of each quarter. Minimum account size is $1 million, which may consist of the combined value of all accounts in the household (e.g. 401(k), IRA, Roth, trusts, brokerage accounts, etc.).

Financial Planning: Fees usually range between $2,500 and $10,000 depending on the scope and complexity of your plan. Half the fee is due at the beginning of our engagement, and the remaining balance once the final report is presented. We will provide you with a quoted planning fee once we discuss your specific planning needs, prior to signing an engagement agreement. 

Financial Consulting: $250 per hour.