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As fee-only fiduciaries, we don’t push products, sell you insurance policies you don’t need, or require you to have a million dollars before we will help you. Instead, we charge a flat fee in exchange for advice and investment management. Investment management is included in our fee but is not a requirement.
HOW OUR FEES ARE CALCULATED
We are a flat-fee financial planner. The fee is calculated based on the total amount of your investable assets (excludes real estate values) and charged quarterly. Significant complexities in your financial situation—business ownership, highly concentrated position in a single stock, etc.—can add to that fee.
ASSET RANGE | - | FEE CALCULATION | FLAT FEE RANGE |
|---|
*No Asset Minimums
*Our minimum flat fee is typically $3,600/year
*Investment Only Services Available as a % of AUM
*One-Time Financial Plans Available
*Hourly Project Planning Available $350/hour
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