Our Fees
Wealth Management - We charge an annual advisory fee based on the amount of assets under our discretionary portfolio management. This fee covers portfolio management and goals-based planning, a process we call Wealth Management. Our annual fee is 1% on the first $1million under management and 0.50% on assets above $1million. We do not charge separate planning fees, nor do we receive commissions or any compensation other than our client-paid advisory fees. We believe this compensation arrangement avoids industry-wide conflicts of interests and most closely aligns our interests with those of our clients.
Institutional Asset Management - For Institutional and High-Net Worth investors ($5 million+) we offer asset management as a stand-alone service under a separate fee schedule.
All fees are billed quarterly, in arrears. Please contact us for details.