Our Fees

WE MEET YOU WHERE YOU ARE

Financial Planning Pricing

We believe that, on the whole, you will pay the same or less for our services than you would with your typical investment advisor or financial planner. At the same time, you will get the benefit of our cutting-edge financial technology, and you’ll have 24/7 access to your financial information via your personalized client portal. It’s our belief that you will find our financial planning experience to be more robust than any you have experienced before. Our goal is to ensure you receive outstanding customer service and tools, for a competitive price.

Of course, you can cancel your relationship with us whenever you choose. However, we’d prefer that not happen! If at any time you feel that you are not receiving enough value from our relationship, please let us know. We will do our best to make the experience what you want at a price that is comfortable for you, no matter where you are with your financial planning. We meet you where you are.

OUR FEE STRUCTURE

To manage your investments and to provide you with financial planning advice, we charge a percentage fee based on the total amount of the assets we manage for you (also called assets under management, or AUM). This fee percentage is reduced as the total amount of the assets we manage for you increases. The fee is stated as an annual percentage. It is billed quarterly.

If the amount of assets we manage for you is less than $250,000, we charge a monthly fee in addition to our investment management fees. Here is the fee structure:

Assets Under Management Asset Management Fee Financial Planning Services
Under $250,000 0.9% $100 / month
$250,001- $500,000 0.9% Included
$500,001-$1,500,000 0.8% Included
$1,500,001-$2,500,000 0.7% Included
Amounts over $2,500,000 0.6% Included

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