Fee Schedule
Fee Schedule
Clear, transparent fees that are aligned with your needs.
As fee-only financial advisors, all of our fees are transparent. This means that you always know what you are paying for—and why. Of course, as your assets continue to grow over time, so will your planning needs. To address this progress, we’ve designed a simple fee schedule that is based on the changing complexity of your portfolio and matches your costs with the level of services we provide.
One-Time Financial Planning Fees
We believe that a carefully designed financial plan should drive every client’s investment strategy, and that every sound financial plan should include an investment component. To serve you to the best of our abilities, we begin every engagement by carefully exploring your opportunities and challenges, and then identifying solutions that meet your specific needs.
The one-time fee for the initial planning process ranges from $1,500-$5,000
depending on the complexity of your overall finances.
Ongoing Management Fees
Our services are best suited for clients with investable assets in excess of $500,000. And though we know investments include only a portion of your plan, our comprehensive wealth management fee covers both wealth management and investment advisory services and is based on a percentage of the market value of assets according to the following schedule:
|
Market Value of Portfolio |
Annual Fee |
|
Up to $1,000,000 |
1.00% |
|
$1,000,001 to $2,000,000 |
0.75% |
|
$2,000,001 to $5,000,000 |
0.50% |
|
$5,000,001 to $10,000,000 |
0.40% |
|
$10,000,001 and above |
0.30% |
Fees are billed quarterly based on the total value of the portfolio at the close of the given quarter and include the following services:
-
Analysis of current positions
-
Ongoing financial planning
-
Asset allocation
-
Manager structure
-
Performance measurement
-
Periodic review meetings
Note that our fees do not include custodial or transaction costs incurred by fund managers.
