Our philosophy includes a commitment to be transparent about what clients pay for the investment management and financial planning services we provide. We believe it is important to clearly disclose our fee structure so you can make informed decisions about working with our firm.
Our Fee Schedule
Assets Under Management | Fee Percentage |
$0 - 1,000,000 | 1.25% |
$1,000,001 - 3,000,000 | 1.00% |
$3,000,001 - 5,000,000 | .75% |
+$5,000,001 | .50% |
Minimum Annual Fee: $7,500
Management fees are quoted as annual percentages and are applied progressively across each asset tier. Fees are prorated and billed on a quarterly basis.
If you have any questions about our fee schedule or how fees are calculated, please don't hesitate to contact us. We're happy to walk you through the details and answer any questions you may have.
Interested in working with our firm? Click here to read about our No-Stress Onboarding Process.