Pricing

Fee Schedule

Our annual advisory fees are tiered, meaning when you reach the next level, the next dollar is charged at the lower rate, creating a lower blended rate. A fraction of the annual fees are charged on either a monthly or quarterly basis.

Annual fees begin at $4,000, and an additional $2,000 for business owners. This fee is reviewed annually and remains at the minimum until assets exceed the comparable fee. ($320,000 x 1.25% = $4,000)

How are fees paid?

There are 2 payment options that may be combined dependent on client preference, neither affects the total fee.

  1. Fees can be deducted from managed assets at Charles Schwab quarterly.

  2. Fees can be deducted monthly from regular income or savings. This is often high income clients that have not yet accumulated assets.

We do not charge fees on Employer Sponsored Retirement Accounts, HSA’s, 529’s, etc.

Next Steps

  1. Schedule your Free Discovery for an introduction.

  2. We go over your situation to see if it makes sense to work together.

  3. Take some time to decide if it is the right decision for you.