Print
PDF

Our Fees

Since we do not accept commisions we receive compensation one of three ways:

  • Percentage of Assets Under Management (AUM) 
  • Flat Fee
  • Hourly Rate

The majority of long-term relationships will be under the AUM method and deducted directly from your investment account. The investment advisory fee may be tax deductible.

Due to the amount of time and resources we spend on each client we require a minimum aggregate household account size of $500,000 (or a minimum annual fee of $4,500). This insures that we schedule an appropriate amount of time during the year meeting with and updating financial plans for our active clients.

Financial Planning

Roadmap to Financial Independence

Learn More

Investment Management

Understanding Investment Options and Risk

Learn More

Business Solutions

Retirement Plans for Businesses and their Owners

Learn More