Financial Planning.
Investment Management.
Tax Preparation.
Financial Planning.
Investment Management.
Tax Preparation.
Everything you need. All in one place.
An all-inclusive process from your full-time fiduciary. Allow us to help you make the most of your opportunities with a thoughtful and well-designed financial plan. To keep things simple and provide an extraordinary value, we include investment management, income tax preparation, and ongoing support from our team of full-time fiduciaries, including your dedicated CFP® pro.
Get organized and remain on the path to financial success. With a custom plan to accomplish your financial goals, you’ll get easy-to-follow tasks to simplify implementation and regular check-ins with reviews to monitor your progress.
Be confident in your portfolio. With investment management included, you’ll get a low-cost, tax-efficient, and globally diversified investment portfolio that’s aligned with your financial plan. Interested in ESG/SRI investing? We have solutions.
Say goodbye to tax complexity. With our in-house income tax preparation and planning included, you can be sure that you’ll get the tax strategy you need along with the tax simplicity you want.
Get answers and advice. With unlimited meeting and consultation time included, you’ll get our team of full-time fiduciaries and your own dedicated CFP® pro ready to support your continued success.
We charge a flat annual fee, which includes our financial planning and income tax preparation services as well as investment management for up to $1,000,000.
For clients who request that we manage their investment portfolio in excess of $1,000,000, we charge an additional fee on a competitive schedule.
We will prorate your fee, and you can pay monthly from cash flow or quarterly from the investment accounts that we manage for you.
You can cancel at any time, for any reason, without penalty, and with a refund of any unearned fees, measured by the day.
In most cases, we will follow our standard fee schedule. In cases where truly unique or extraordinary complexity is involved, we will carefully consider how the specific complexities impact our service model and we will provide a custom services proposal that will transparently disclose our fee prior to beginning a working relationship.
We do not receive commissions for selling products to our clients. We charge a flat fee, which includes investment management for up to $1,000,000 as well as our financial planning and income tax preparation services.
In cases where clients request that we manage their investment portfolio in excess of $1,000,000, we charge an additional fee on a competitive schedule. While a fee based on assets under management may represent a conflict of interest, we do not require a minimum investment of any amount.
Delivering valuable fiduciary advice as our clients achieve their financial goals and grow their wealth is our greatest incentive. Many of our clients find our advice instrumental in their ongoing business or real estate interests and more.
If you think our comprehensive services are the right fit for you, simply use the calendar below to schedule a free no-obligation initial consultation. We’re excited to learn more about you and explain how our new-client-onboarding process works.
Still have questions? Request a quick intro call or check out our FAQ page.
Want to stay in touch? Sign up for our email.
Assets Under Management (AUM) | Annual fee as a % of AUM or flat-dollar |
---|---|
$0 - $249,999 | (See Invest:FOCO) |
$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 |
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 | $6,000 |
$1,000,000 - $3,000,000 | 0.50% |
$3,000,000 - $5,000,000 | 0.25% |
$5,000,000 and above | 0.10% |