Transparent Fee Schedule
No hidden commissions and no guessing games. Our tiered fee structure ensures that as your assets grow, your effective rate decreases.
Annual Wealth Management Fee
Minimum Relationship Size: $500,000 in investable assets
Why Our Fee Structure Makes Sense
Our tiered approach aligns our interests with yours. As your wealth grows, our fee decreases, encouraging us to focus on long-term growth.
Transparent Pricing
No surprises. You know exactly what you're paying and why.
Aligned Incentives
Our success is measured by your wealth growth, not our revenue.
Comprehensive Service
One fee covers all services. No à la carte charges or hidden costs.
What Is Included
- Comprehensive Financial Planning
- Investment Management & Rebalancing
- Tax Planning & Strategy
What You Never Pay
- Sales Commissions & Kickbacks
- Hidden "12b-1" Fees
- Surrender Charges
Let's Discuss the Value We Can Add
We're happy to provide a complimentary fee analysis of your current portfolio to show you exactly what you're paying today versus what you could be paying.
Schedule Your Discovery Call →No obligation. No pressure. Just a conversation about your financial goals.
We are a registered investment advisor. All fees are subject to our Form ADV Part 2A, available upon request.
Securities and advisory services offered through our affiliated firms.