Fees for Investment Management & Comprehensive Financial Planning
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.
|First $5 million||1%|
|$5 million to $10 million||0.85%|
|Over $10 million||0.60%|
*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
Individuals with a financial plan are twice as likely to reach their goals
Boston Consulting Group
The value of an advisor was 4.0% per year or more. 3% assuming the advisor charges 1%
Research by Vanguard and Envestnet
A financial advisor can increase retirement income by 23% on average
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.