Wealth Management Fees*

Our wealth management fees include investment management plus financial planning  for an all-inclusive fee as calculated below:

Total Assets Under Management

Annual Fee

First  $1,000,000

1.00%

Next  $2,000,000

0.70%

Above $3,000,000

0.50%


 Financial Planning and Consulting Services*

Financial planning services are billed at $250 per hour.

 


 

* Fees are negotiable depending upon the needs of the client and complexity of the situation.