Fees
Our fee structure for individual and family services include:
We use a fee structure that is a hybrid retainer and Assets-Under-Management (AUM) structure. The fee structure accounts for the different services provided. You can engage our services for both financial planning and investment management or just one service. That decision is yours and we will work with you in the manner that suits your situation.
Financial Planning:
Onboarding fee: $500
Ongoing fee: $500/month or $1250/quarterly
Investment Management:
| Total Assets Under Management (Household Aggregate) | Annual Fee |
| $0-$500,000 | 0.75% |
| $500,001-$1,000,000 | 0.50% |
| $1,000,001-$5,000,0000 | 0.35% |
| $5,000,001 and up | 0.25% |
Student Loan Repayment
| Single or Individual | $750 first year. $500/year ongoing |
| Couple | $1250 first year. $750/year ongoing |
Late-Stage College Planning*
| College Planning Service | $ 750 for onboarding and 90 minute call |
| $300/hour for personal planning strategy preparation and call (as requested by client) |