Our Approach
Fee Structure
We are a fee only advisor, which means that we receive no hidden commissions from the sale of insurance products, investment products nor do we receive compensation for third-party referrals we may make. What we tell you we get paid is exactly what we receive.
Our fee schedule for Financial Planning, Investment Management and Personal Tax Preparation* is below:
| Assets Under Management | Annual Advisory Fee |
|---|---|
| $0 – $500,000 | 1.30% |
| $500,001 – $1,000,000 | 1.20% |
| $1,000,001 – $2,000,000 | 1.10% |
| $2,000,001 – $3,000,000 | 0.90% |
| $3,000,001 and Above | 0.80% |
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.