Financial Coaching

$200 per month 

Wealth Management

$900 - $1,200 per quarter

Clients may elect to pay wealth management fees directly or have the charge deducted from investment accounts on a quarterly basis.

Our wealth management fees are not tied to the value of the client’s investment portfolio. Therefore, the fee does not increase (or decrease) as the value of the investment portfolio changes.

We feel strongly this fee structure is more equitable to our clients and helps to reduce the conflicts of the asset gathering model.

For comparison purposes, a traditional 1% asset management fee on a $500,000 investment portfolio would equate to an annual fee of $5,000.

Click here for an overview of our advisory services.


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