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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 Annual fee: $200/month or $550/quarterly


Total Assets Under Management (Household Aggregate)Annual Fee
$0-$500,0000.75%
$500,001-$1,000,0000.50%
$1,000,001-$5,000,00000.35%
$5,000,001 and up0.25%


Late-Stage College Planning*

College Planning FeesOne-time up front fee
DIY Service$500/$250 for additional student 
Full Service$1500