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 0.30% – 0.70% per year depending upon investable assets | |
|---|---|
| Investment Assets | Combined Minimum Planning & Management Advisory Fees |
| Greater than $1.5 Million | $4,000 Quarterly |
| Under $1.5 Million | $2,000 Quarterly |
| For investors who are focused on saving for their future, we offer SecurePath™ a virtual financial planning and investment management service with a combined minimum fee of $1,000 per quarter. | |