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What's It Going to Cost?

Transparency is one of our core values, and being transparent about our fees is important, after all we earn our living talking about money!  We offer two fee structures so you can have access to the resources you need regardless of your liquidity. 

Advisory fees typically apply to an in-depth customized financial plan which may include retirement, healthcare, investments, cash flow, risk and tax management strategies. Financial plans range from simple to complex, thus do the advisory fees.  Advisory fees typically range from $2,000 to $7,000. To provide flexibility for clients who want to receive advise on a specific situation at a price they can control, our hourly rates range from $145 to $260.  

Fixed fees refers to a percentage of the total assets in your account (assets under management).  Asset-based fees are based on an an annual basis, billed quarterly in arrears, and may decrease as the account amount increases.

Fixed Fee

Our service is focused on harvesting your first million. If your investable assets are below $1 million, we are typically compensated using a fixed annual planning fee.

Advisory Fee

And our advisory fee service adds high- net-worth capabilities geared toward preserving your millionaire status for years to come.

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