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Our Costs

Our Financial Planning Costs

Understanding The Cost

We never make how much it will cost to work with us a secret. We ensure that our clients have a clear understanding of our services, processes and cost structure.

As comprehensive financial planners, we want to help our clients in every aspect of their financial lives. Being a fee-based firm means that we’re able to align our success with yours. We don’t receive commissions, and we have no proprietary products to sell.

We don’t have a minimum asset requirement. Our services are best suited for households with either $750,000 or more of assets and/or greater than $200,000 of income. We seek to serve a clientele that has a strong desire to build wealth, even if they don’t have much to begin with.


Asset-Based Cost Structure


Fee-Based Relationship Value

Annualized Cost

First $500,000

1.40%

Next $500,000

1.00%

Next $1,000,000

0.75%

Next $3,000,000

0.60%

Next $5,000,000

0.50%

Amounts Over $10,000,000

0.35%



Have Questions About Our Costs?

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