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What it Costs

Financial Planning

One time Initial charge of $2,000

Depending on the complexity of the project the cost may be higher

Investment Consulting and Wealth Management

    • Accounts less than $100,000 – 1.5% of assets, annually
    • Accounts greater than $100,000 – 1.0% of assets, annually

Managed Account Discount

Clients maintaining a managed account for 1 year or more receive a discount toward Financial Planning fees

    • 50% discount for accounts greater than $250,000
    • 100% discount for accounts greater than $500,000

Insurance products

When acting in the best interest of our clients, an insurance strategy sometimes makes sense. We do not limit the scope of our practice by excluding these strategies. Insurance companies generally have only commission based products. When using an insurance strategy we will receive the commission, which will be fully disclosed to you and we will not make any additional charges for that product.