In order to maintain strict independence we are only paid directly by our clients. Our combined advisory fees consist of two interwoven components:
- ongoing financial planning & guidance, plus
- investment management
Wealth Management Fees Range from 0.10% – 0.70% per year depending upon investable assets |
|
---|---|
Investment Assets | Combined Minimum Planning & Management Advisory Fees |
Greater than $1Million | $12,000 |
Under $1Million | $6,000 |
For investors who are focused on savings for their future, we offer SecurePath™ a virtual annual planning and investment management service with a combined minimum fee of $2,000 per year. |