Our Pricing
Investment Management
Minimum Investment: $250,000
“Asset-based fees paid quarterly in advance. Fees calculated using a tiered structure that decreases as assets increase.”
| Assets Under Management ($) | Annual Rate (%) |
| First $1,000,000 | 1.00 |
| Next $1,000,001 to $10,000,000 | 0.75 |
| Next $10,000,001 and above | 0.65 |
One-Time Financial Plans
Basic Plan: $1,000 one-time fee
Recommended for families with less than $200,000 combined income.
Complex Plan: $425 / hour
Project duration assessed in intro meeting before contractual engagement. For investment management clients, a discount may be provided.
What’s Included: Net worth analysis, tax planning, education planning, retirement planning, estate planning guidance, insurance needs analysis, and investment strategy recommendation.