Broker Check

Advisory Fees

A Transparent and Fair Fee Structure

Our investment advisory practice is fee-based. Our annual advisory fees are calculated simply as a percentage of assets under management. Our advisory fees are not based on trading activity or commissions. There is no tiered fee structure (2% of the first 50k, 1.75% next 50k...) No nickel-and-dime charges for document review, phone calls, etc. 

Our minimum advisory fee is $5,000 annually for new relationships.

What is Included

  • Comprehensive Financial Planning
  • Fiduciary Investment Management
  • Asset Allocation 
  • Investment Due Diligence
  • All transaction costs 

Advisory Fees

  • Typical percentage of assets fees are 1.00% - 1.50% (subject to a maximum annual fee of $20,000)
  • Flat dollar fees begin with portfolios between $1.5 million and $2 million. Our maximum fee is $20,000 per year.
  • Extraordinary planning services are billed at $300 per hour.
  • Managed Risk Strategies incur an additional fee of 0.75% with a maximum of $5000.