Our Services
Financial Planning
We start with Financial Planning for all our client engagements. We don’t feel it would be appropriate to make investment recommendations without understanding the role your investments need to play within your overall plan.
During our Initial Consultation, we'll discuss what you need to move forward with confidence, and we will build a comprehensive financial plan focused on effectively and efficiently meeting your goals.
Typically, we propose a flat rate planning fee based on your plan’s complexity when not using investment management as well.
Investment Management
0.95% annual fee based on assets under management with breakpoints starting at $1 million of managed assets.
Asset management fees may be used to offset planning fees.
For example, if a financial planning engagement is priced at $3,500 and we manage assets of $300,000 the estimated annual asset management fee of $2,850 would be applied toward the planning fee and only the remaining $650 would be charged separately.