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Investable ASSETS > $250,000

If your assets are greater than $250,000, we charge an annual fee based on Assets Under Management (AUM).

To see the entire AUM fee schedule, click here.

Fees start at 1% and decrease to 0.45% depending on asset size.


Investable ASSETS < $250,000

This is best for those who have high cash flow but have not yet built up their assets.

A client transitions to the AUM model once invested assets reach $250,000.

$200 / Month

Other Services

Tax Preparation & Filing

We work with a third-party CPA firm to assist current clients with tax preparation and filing.

A separate fee will be charged, depending on complexity.

$1,200 to $3,500 (based on complexity)

One-Time Financial Plan

Am I on track to retire?

Could I minimize my tax burden?


These are just a few of the questions we can answer in a full financial plan.

$2,000 to $10,000 (based on complexity)

Hourly Rate

Do you have questions you need to run by an investment professional?

  • Company Benefits

  • 529 Savings

  • Roth vs. Traditional

  • Or anything else you may have questions about.

$150 / hr

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