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 difference in 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: $250/month or $650/quarterly
| 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 | $500 + $300/year ongoing |
| Couple | $750 first year. $500/year ongoing |
Late-Stage College Planning*
| College Planning Service Level (one or the other) | |
| Ongoing Fee or | $250 onboarding +$50/month $250/hour for personal planning strategy preparation and call (as requested by client) |
| One-time Fee (no monthly or onboarding fees). | $2500 |