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Our Fees for Investment Management & Comprehensive Financial Planning

We are CFP® and fiduciary financial planners who provide customized financial plans and investment management services and are straightforward about the fees we charge.

Our goal is to provide the best portfolio design, asset allocation, investment research, and comprehensive planning we can to our clients. There are some firms that are less expensive and others that are more expensive. We understand how high fees can impact your returns, which is why our fee schedule is what we consider fair based on the value we provide.

We do not charge extra for annual financial plan updates.

Approximate Fees* for Investment Management & Comprehensive Financial Planning

Assets we manage for you
Not including value of real estate, bank balances, etc.
Percent
First $5 million1%
$5 million to $10 million0.85%
Over $10 million0.60%

*Each client is unique and each circumstance is different, so please contact us for a personalized quote based on your needs.

The value of a financial advisor

2x

Individuals with a financial plan are twice as likely to reach their goals

Boston Consulting Group

4+%

The value of an advisor was 4.0% per year or more. 3% assuming the advisor charges 1%

Research by Vanguard and Envestnet

23%

A financial advisor can increase retirement income by 23% on average

Morningstar

Fiduciary Financial Planner Irvine

We are true fiduciaries.

This means we always put our client’s best interests first. A true fiduciary also means that we are not part-time fiduciaries. We put our client’s best interests first in all cases and at all times. Less than 8% of financial advisors are true fiduciaries. Read our fiduciary oath to see the principles we live by.

Reach us at (949) 305-0500