OUR PRICING PHILOSOPHY
Your Goals First
We believe your financial success should guide everything we do, including how we structure our fees. That’s why we’ve developed a tiered pricing model that adapts to your needs—whether you’re starting out or managing generational wealth. This approach ensures we’re always focused on delivering the support and value that matter most to you.
How Fees Are Calculated
Our annual fees are based on two main factors: the complexity of your financial situation and the total value of the assets we manage on your behalf.
For Your Unique Needs
We align our pricing aligns with the time, expertise, and resources required to support your financial goals—whether they’re straightforward or more complex.
Commitment to Fairness
By aligning fees with your unique circumstances, we provide a transparent and fair pricing structure that delivers real value tailored to you.
OUR PRICING
How fees are calculated
Our fees start at $3600/year
We calculate our fee based on “assets under management” (your investment accounts that we manage for you). You can use the table below to calculate what your annual fee would be, subject to the minimum annual fee stated above.
Fees are calculated as a percentage of those assets
—1% on the first $1,000,000 we manage
—0.75% between $1,000,000 and $5,000,000
—0.50% between $5,000,000 and $10,000,000
We want you to reach out to us whenever you have important questions. Like an “all you can eat buffet,” without the lamentable aftereffects. Your fee doesn’t change as a result.
INCLUSIONS
What You're Getting
Everything you need for financial peace of mind is included right here. Check out the full list of what comes with our tailored financial solutions.
Dedicated CFP®
Working side by side you
Insurance?
All Figured Out
Investments?Stocks? Bonds?
Rock solid.
Buying A Home?
Just say when.
401k, IRAs, Stock options?
Expertly managed.
Credit Score?
Let's aim high.
Cash-flow?
Smooth and steady.
Tax Planning?
Say no more.
ADVISOR IMPACT
Quantifying the Value of Financial Planning Advice
Financial planning advice isn't just about guidance—it's about measurable impact. Here are the tangible benefits of expert financial planning, showcasing how informed strategies can lead to improved financial outcomes.
