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Fee for Value Delivered

FINANCIAL PLANNING:
We start with a customized Financial Plan to serve as the road map and guide our decisions along the way towards financial freedom and confidence.  
This Plan includes defining goals, gathering data, analyzing data, developing plan, presenting plan and implementing the plan. The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions every step of the way. 

INVESTMENT ADVISORY FEE:
We are a fee-based financial advisory firm.  This simply means that we charge an annual fee for our suites of services and comprehensive planning approach. Our advisory fees are typically deducted quarterly from your accounts.

Money We Manage

Annual Fee

Up to $250,0001.25%
$250,000 - $1,000,0001.00%
$1,000,000 - $5,000,0000.8%
Greater than $5,000,0000.4%