In order to maintain strict independence we are only paid directly by our clients. Our combined advisory fees consist of two interwoven components:

  • ongoing ļ¬nancial 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.