Fees

We get paid two ways. For wealth management clients we receive a fee based on assets under management. This is a comprehensive fee and there is no additional charge for meetings, personal portfolio reviews, year-end tax reports, phone calls, etc. Our annual management fees are as follows:

For financial planning we charge on an hourly basis for contracted services at a rate of $150/hour.

Commitment

We make a large commitment to our clients and we are selective when taking on new clients. For our relationship to be successful you should be able to answer yes to the following questions:

• Do you have the desire to engage in the financial planning process?
• Are you comfortable delegating the management of your investments
  so that you can pursue other goals?
• Do you have financial assets of $500,000 for management?
  (No minimum for planning.)
• Are your expectations for success reasonable?

If you want to learn more please contact us for an initial meeting.
We look forward to hearing from you.