Financial Plan Fees

Our typical fee for a comprehensive Financial Plan is $6,000.  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 an annual Fixed Fee

The annual AUM Fee is 1.0% for the first $1M, 0.75% for assets of $1,000,001 to $2M, and 0.5% for assets over $2M.

We don't impose an account minimum for starting or maintaining an account, but we do have a minimum annual fee of $5,000 for Wealth Management services.
We also offer our Wealth Management services under an annual Fixed Fee arrangement. The client will be charged an annual Fixed Fee that is agreed to by both parties.
The annual Fixed Fee is based on a combination of the value of the assets to be managed, the complexity of the client's situation and an estimate of time involved.

Wealth Management Services Fixed Fee Guidelines

Assets Under Management (AUM) Estimated Annual Fixed Fee
Up to $500,000 $5,000
$550,000 to $650,000 $6,000
$650,000 to $750,000 $7,000
$750,000 to $850,000 $8,000
$850,000 to $950,000 $9,000
$950,000 to $1,100,000 $10,000
$1,100,000 to $1,400,000 $12,000
$1,400,000 to $1,700,000 $14,000
$1,700,000 to $2,000,000 $16,000
$2,000,000 to $2,400,000 $18,500
$2,400,000 to $2,800,000 $20,500
$2,800,000 to $3,200,000 $22,500
$3,200,000 to $4,000000 $25,500
$4,000,000 to $4,800,000 $29,500
0ver $4,800,000  Individually Assessed