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
| Investment Management Fees Range from 0.40% – 1.00% 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. | |