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

 

Wealth Management Fees Range from 0.30% – 0.70% per year
depending upon investable assets
Investment AssetsCombined 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.