Fees
Transparent Fees. Planning Comes First.
We separate financial planning from investment management because thoughtful advice deserves independent value.
Financial Planning Fee:
Initial planning typically ranges from:
$6,900 – $9,900
Based on complexity, scope, and coordination required.
Why Planning Comes First:
A comprehensive plan helps ensure that:
- Investment decisions are aligned with your goals
- Tax strategies are proactive, not reactive
- Retirement income is sustainable
- Risks and blind spots are addressed early
Investment Management Fees:
Advisory fees range from:
0.25% – 1.25%
Based on assets under management.
Minimum Relationship:
Generally, $1 million in investable assets.
Our goal is to deliver value through thoughtful planning, personalized strategy, and long-term partnership.