ADVICE FOR WHAT’S NOW.
A PLAN FOR WHAT’S NEXT.
ADVICE FOR WHAT’S NOW.
A PLAN FOR WHAT’S NEXT.
Fiduciary support every step of the way.
Your financial plan is crafted and monitored by a Certified Financial Planner™ professional.
No product sales. No commissions. Period.
The highest standard of care for and duty to our clients, without compromise.
High touch and high tech. Financial planning intentionally designed for today.
With no investment minimums, you can D.I.Y. or let us do it for you. Either way, you’ll get the value you need.
A combined 30+ years of financial planning experience along with industry-leading certifications.
Assets Under Management | Fee as a % of AUM |
---|---|
$100,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$100,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$125,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$125,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the privacy policy. If you want to know more or withdraw your consent to all or some of the cookies, please refer to the privacy policy.
By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to the use of cookies.
Assets Under Management (AUM) | Annual fee as % of AUM or flat-dollar |
---|---|
$0 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 - $2,999,999 | 0.50% |
$3,000,000 - $3,999,999 | $15,000 |
$4,000,000 - $4,999,999 | $20,000 |
$5,000,000 or more | $25,000 + $2,000 per additional $1mm |
Annual Fee | Investable Net Worth (INW) |
---|---|
$4,000 (minimum for an individual) | Up to $500,000 |
$6,000 (minimum for couples) | Up to $1,000,000 |
$8,000 | Up to $1,500,000 |
$10,000 | Up to $2,000,000 |
$11,000 | Up to $2,500,000 |
$12,000 | Up to $3,000,000 |
+ $1,000 | per additional $1,000,000 of INW |
Annualized Flat Fee | Net Worth (NW) |
---|---|
$6,000 (our minimum fee) | Up to $1,000,000 |
$8,000 | Up to $1,500,000 |
$10,000 | Up to $2,000,000 |
$12,000 | Up to $3,000,000 |
+ $1,000 | per additional $1,000,000 of NW |
Assets Under Management | Annual Fee |
---|---|
$0 - $1,000,000 | 0.60% |
$1,000,000 - $3,000,000 | 0.50% |
$3,000,000 - $5,000,000 | 0.25% |
$5,000,000 and above | 0.10% |