We strive to make our fee structure straightforward and easy to understand. We charge a flat fee for financial planning and a fee for portfolio management that is based on a percentage of the assets we manage for you.
A minimum household balance of $500,000 is generally required for clients who seek both asset management and financial planning services. However, this requirement may be waived on a case-by-case basis.
FLAT FEE FINANCIAL PLANNING (Closed to New Clients Except by Referral)
Our firm charges on a flat-fee basis for financial planning services. Our financial planning fee starts at $1,200/year* for net worths below $1m and increases by $300/year for each $500k band above $1m. *(Example $1.25m net worth would be $1,500) *New clients are charged a $600/1x Wealth Vision setup fee in addition to their regular planning fees*
PORTFOLIO MANAGEMENT FEES
| $0 to $249,999.99 | 1.00% |
| $250,000 to $999,999 | 0.90% |
| $1,000,000 to $1,999,999 | 0.80% |
| $2,000,000 to $2,999,999 | 0.70% |
| $3,000,000 & Over | 0.60% |
