Delivering Extraordinary Value
To Our Clients
With the value of transparency in mind, our financial consultation and investment advisory fees are disclosed before entering into a relationship with you. We offer a complimentary one-hour financial consultation, after which we can tailor a financial plan that works for you. We’ll provide a clear estimate of any fees that will be involved with creating and maintaining your plan.
If you have recently reached a key financial milestone such as marriage, divorce, having children or grandchildren, retirement or the death of a loved one you may simply need an objective financial review or personal coaching. But, we understand that you may be looking for a trusted partner to provide these services, as well as manage your portfolio, as part of an ongoing relationship. Once we know your needs, we can give you a specific menu of our costs, including:
Fees range from $150 to $10,000, depending on the scope of the project.
The average fees range from .50% to 1.4% annually, depending on the value of your managed assets.
Fees for projects such as funding trusts, division of assets, changing beneficiaries or re-titling of assets are billed at our hourly rate of $175 for professional services.
With our consultative approach and transparent fee structure, you can always be sure that we are acting in your best interest.
Actual fees may be higher or lower depending upon each client’s specific situation and the products they select. Investors should note that the deductions of fees will impact overall account returns.