Fee Schedule

Our fee model is a direct reflection of our commitment to transparency.

We typically engage with clients in an ongoing capacity based on coordinated financial planning, total assets under management, portfolio management, and regular check-ins with an advisor. services are rendered in a continuing agreement. This type of account is our preferred way of working with clients. 

Our Fee Model 

Amount of Assets Under                  Management Annual Fee 
Up to $200,000                                    1.35% 
$200,001 - $500,000                          1.25% 
$500,001 - $1,000,000                       1.16% 
Above $1,000,000                               0.66% -- 1.00% 

Recommended Investable Asset Amount 

• We have found that our ongoing management services are most valuable and actionable for clients with $250,000 or more in investable assets. Individual circumstances may allow for flexibility surrounding this amount and will be evaluated on a relationship-by-relationship basis. 
  

Other Products & Services 

Additionally, at times our firm offers other products and services depending on the goals, objectives, and risk tolerance of the client. Two common products and services we offer are annuities and life insurance. In this case, though 100% of the money invested remains inside the investment vehicle, there are fees and expenses associated with the investment that is paid to the advisor from the institution offering the product. Oftentimes, there are surrender charges and liquidity concerns associated with these investments. 

Before investing in ETFs and mutual funds, investors should carefully consider a fund’s investment objectives, risks, charges and expenses. Fund prospectuses contain this and other information and may be obtained by asking your financial advisor. Read prospectuses carefully before investing.