Financial Planning
Financial planning services are based on individual client needs.
Our cost to provide these services starts at a
$400/month and increases based on complexity.
Investment Management
Investment management services are available to clients with portfolios of at least $1,000,000.
|
Assets Under Management
|
Advisory Fee
|
|
$0 - $999,999
|
1.15%
|
|
$1,000,000 - $1,999,999
|
0.75% |
| $2,000,000 - $4,999,999 | 0.65% |
| $5,000,000 - $9,999,999 | 0.60% |
| $10,000,000 or more | 0.55% |
