WE LIKE TRANSPARENCY. THERE ARE NO MYSTERIES IN THE WAY THAT WE WORK, AND THERE ARE NO HIDDEN COMMISSIONS OR FEES. 

 

Financial Planning Fees

We think that written financial plan is critical.  Planning fees range from $750 - $2500 depending on the difficulty of the plan.  Occasionally a deeper analysis for complex strategies is needed; comprehensive planning fees are $250 per hour.  The best way to know the cost for a plan is to call us or meet.  We can give you a more definitive answer once we know your needs.

We waive financial planning fees for clients whose assets we manage. Very few firms do this. We think a plan is that important, and we are proud to be one of the few firms that have the luxury to offer a complimentary plan.

 

Are you ready to see what your path looks like? 
please contact us.

 

Investment Management

Annual fees are determined by a percentage of the assets that we manage:

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