We believe everyone deserves access to quality financial planning and investments, so we do not have minimums to work with us.
Financial Planning
Fixed fee based on your planning needs. Use the calculator below to get an upfront estimate.
Investment Management
Annual percentage fee based on total household assets under management.
| Assets Under Management | Annual Advisory Fee* |
|---|---|
| Up to $1M | 1.00% |
| $1-2M | 0.95% |
| $2-3M | 0.90% |
| $3-5M | 0.85% |
| $5M+ | 0.80% |
*All fees listed are negotiable and should not be construed as a final contract offer. Schedule a consultation to discuss your needs and receive a personalized quote.