Our Fees

We operate on an Assets Under Management (AUM) fee structure, which means our compensation is based on the value of the assets we manage on your behalf. 

tiered pricing

Our fee schedule is designed with a tiered structure, meaning the percentage fee adjusts as the portfolio value increases. As your portfolio grows, you benefit from a progressively lower effective fee rate, ensuring a cost-efficient approach to managing your wealth.

we are fee-only advisors

As fee-only advisors, our commitment is to you. We don’t accept commissions or compensation from the investment solutions or financial products we recommend, ensuring our advice is focused on aligning with your best interests.

fees aligned with our clients interests

Our fee structure is designed to align with our clients' success. As your portfolio grows, our compensation increases; if it declines, we earn less. This alignment ensures that we remain focused on building thoughtful, risk-conscious portfolio strategies that support your goals and helping you put a plan in place to achieve long-term success.

simple to understand

Our fees are straightforward and charged monthly, in arrears, based on the previous month’s average portfolio value as valued by the custodian. The minimum fee is $7,500 per year (equivalent to $625 per month). This fee covers both ongoing investment management and financial planning, with no extra charges for additional advice.

We understand that life evolves, and financial needs can change. That’s why we encourage our clients to reach out for guidance at any time—without worrying about unexpected fees. It’s a philosophy we stand by, ensuring we remain consistently available to help our clients navigate their financial journeys.

Project-based Financial Planning

Occasionally, clients hire us for one-time financial planning services without investment management. This option is ideal for those who prefer to manage their own investments or have not yet accumulated a portfolio to qualify for our ongoing Wealth Management service. One-time financial planning projects are completed within six months and focus on the areas most relevant to you. Unlike our Wealth Management offering, this service does not include ongoing investment monitoring or execution of recommendations, which are handled by you. 

Please refer to your Financial Planning Agreement and Wealth Management Agreement for additional details regarding fees.