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:
|Market Value||Annual Fee|
|$500,000 – $2,000,000||1.00%|
|$5,000,001 and above||negotiable|
For financial planning we charge on an hourly basis for contracted services at a rate of $150/hour.
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:
If you want to learn more please contact
us for an initial meeting.
We look forward to hearing from you.