No commissions. No product sales. Every fee in writing.
Planning plus investment management.
Year-round planning and access.
A one-time plan.
Each bracket is charged at its own rate.
| Assets Under Management | Annual Advisory Fee |
|---|---|
| $0 to $1,000,000 | 1.00% |
| $1,000,001 to $5,000,000 | 0.80% |
| $5,000,001 to $10,000,000 | 0.60% |
| $10,000,001 and Above | Customized |
Example: on $2,000,000 under management, you'd pay 1.00% on the first $1,000,000 and 0.80% on the remaining $1,000,000, billed monthly in arrears based on the account value on the last day of the billing period. Fees are prorated for partial billing periods and adjusted for deposits and withdrawals. We may aggregate accounts of members of the same household when determining assets under management. In no case will your combined advisory fee exceed 2% of assets under management. Full detail is in our Form ADV Part 2A, linked in the footer below.