What are your fees?

Our Account Fee Schedule is:

1.35% = $250,000 to $499,999

1.10% = $500,000 to $749,999

1.00% = $750,000 to $999,999

0.95% = $1,000,000 to $1,499,999

0.90% = $1,500,000 to $1,999,999

0.85% = $2,000,000 to $2,499,999

0.80% = $2,500,000 to $2,999,999

0.75% = $3,000,000+

Please note: This fee encompasses all transaction costs, account management fees, and our ongoing financial planning services. These are flat fees for all assets once a break-point is reached; we do not use a tiered fee schedule.

At the advisor's discretion, we may allow smaller accounts to be opened on a probationary period until the client reaches the eligible age to then meet the $250,000 Minimum. These accounts do not include in-depth financial planning (though it can be added at cost), and the fees for those accounts are:

1.60% = $100,000 to $249,999 (at advisor's discretion)