Fees & Pricing
Transparent Pricing - No Hidden Layers
Asset Management
1.00% Annually on assets under management up to $1,000,000
0.75% Annually on assets under management over $1,000,000
This is not tiered, so once you cross $1,000,000 your fee will reflect an all-in 0.75% fee.
For clients who prefer a structured planning relationship rather than asset-based pricing. Fees are determined based on complexity and scope.
Fixed Fee Planning
Starting at $1,000 annually (billed monthly)
Not to exceed $20,000 annually (billed monthly)
Retirement planning and ongoing management services typically range between $3,000 and $10,000 annually (billed monthly).
Young Professionals
Designed for people building wealth early in their careers.
Options include $100 per month fixed fee OR 1% of annual income. This structure gives you access to real financial planning before large assets are accumulated!
Not sure which option is right for you? Schedule a free consultation and we can walk through what makes the most sense for your situation.