Our clients can work with us in a few ways. 

  1. Investment Management Only- Some of our clients don't have their finger on the pulse of the market and want to remove themselves from the responsibility of investment management. While we enjoy working in more detail with our clients, we do have this option under fee-based assets under management agreement. Our fee schedule is shown in the chart below.

  2. Financial Planning Only: For our clients who seek a one-time financial plan to see where they stand, we have the technology, the knowledge, and the skill-set to execute a thorough financial plan at a fee. This fee is a one-time fee upfront and any recurring planning forward would come at a 50% reduced cost to the listed annual fee for that year. The average amount of time our advisors spend on the financial planning process is approximately 16 hours.  The fee structure varies with complexity for the household as seen below.