Financial Plan Fees
Our typical fee for a comprehensive Financial Plan is $5,000. The fee is payable in two installments, with one half due at the beginning of the engagement and the other half due upon completion of your financial plan.
Wealth Management Fees
Wealth Management fees are based on a percentage of Assets Under Management (AUM) or a annual Retainer Fee
The annual AUM Fee is 1.0% for the first $1M, 0.75% for assets of $1,000,001 to $3M, and 0.5% for assets over $3M.