We work solely for you. We are a Fee-Only firm, compensated directly by our clients. No commissions. No products. No sales. Nothing influences our independence, objectivity, and loyalty to you.
Wealth Management covers all aspects of your financial life, including all proactive financial planning and investment management services each year. There are no other fees of any kind, ever.
|TOTAL ASSETS UNDER MANAGEMENT
Our fee schedule is linear. For example, if the total amount under management is $7 million, all $7 million is charged at .75% as opposed to progressively working through the brackets.
FINANCIAL PLANNING ONLY
Financial plans and financial planning may include, but is not limited to; investment planning, retirement planning, estate planning, college planning, tax planning, life insurance analysis, and debt/credit planning. Depending upon the complexity of the situation and your needs, the rate for financial planning is typically between $1,500 and $10,000. The fee is a one-time fee, paid in arrears upon completion.
We care about people; after all, serving their wealth management needs is why we exist. We believe that we must act as a leader, both in our profession and within the communities that we serve, to address the unmet financial planning and investment needs of those around us. To inquire about becoming a pro bono client, please contact us at [email protected].