Our Cost Structure

“Build the tomorrow you envision today."

Every engagement starts with a plan. We take a holistic approach when working with our clients and we want to understand their whole financial picture, not just their investments. We make recommendations in the following areas:

Cash Flow Management
Risk Management
Investment Analysis
Tax Planning Strategies
Retirement Planning
Educational Funding
Estate Planning Strategies
Business Planning

Financial Planning fees - Initial planning fees

The level of service is agreed upon by the advisor and the client prior to engagement and is based on complexity and time required to complete the financial plan.

Silver Level - $2,500
Gold Level - $3,500
Platinum Level - $4,500

Your financial planning fee can be paid upfront, semi-annually, quarterly, or monthly over a 12-month period.

After the first year, the financial planning fee is reduced by 50%.

Planning fees are waived in future years if assets under our management are greater than $300,000.

Advisory fees for assets under managemenT

(Cumulative Household Assets)

$0 - $300,000 – 1.25%
$300,000 - $500,000 – 1.1%
$500,001 - $1,000,000 – 1.0%
$1,000,001 - $2,000,000 – 0.9%
$2,000,001 and above - 0.7%

Have a Question about our services? contact us.

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