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

1.0%

Next  $2,000,000

0.7%

Above $3,000,000

0.5%

 

Financial Planning and Consulting Services*

Financial planning engagements are offered two ways: hourly or project-based fixed fee. Before entering into an agreement with our firm, we will provide you with a cost estimate. Our fee will take into consideration factors such as the complexity of your financial profile, the depth of services to be provided through the engagement, assets that comprise the portfolio, number of accounts comprising the portfolio, and time involved in the engagement, among others.

Hourly Fee

Clients interested in a limited planning engagement, such as one or two planning components, are typically assessed an hourly fee ranging from $150 to $350 per hour.  We bill in 15 minute increments and a partial increment will be treated as a whole increment. An initial deposit of $500 is required upon executing our agreement and the remainder is due upon receipt of our invoice, which coincides with the delivery of the plan. An hourly engagement lasting more than one month may be billed at the end of each month for time incurred.

However, these fees are guidelines, subject to change according to the complexity of the client’s needs, including the range of services, the number of accounts and the need for additional oversight and planning services. 

Project Fee

Our project-based financial planning services fee is typically used for broader-scope engagements. The fee is determined by estimating the amount of time involved for the project which is then multiplied by our hourly rate. An initial deposit of $500 is required upon executing our agreement and the remainder is due upon receipt of our invoice, which coincides with the delivery of the plan.

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