We have three types of fees.
- The hourly planning fee is $167 per hour.
- Fees determined by the project.
- Investment management fees as described below.
We do not charge or receive investment commissions
Here is an example of how fees would be assessed on a $3,000,000 account.
The first $250,000 @ 1% = $2,500
The next $750,000 @ 0.90% = $6,750
The next $2,000,000 @ 0.80% = $16,000
The net fee on $3,000,000 would be 0.84%
From time-to-time, our firm may recommend the use of an outside investment adviser. Those investment advisers will have their own separate fees for which the client will be responsible.
Our fees are disclosed in our company brochure that is provided to each client. Additionally, our brochure is available upon request. If an outside investment adviser is used, their fee will be detailed in the client investment management agreement for the client’s approval.
If you’d like to learn more, click below to schedule a fifteen-minute conversation. We can discuss your questions and see if a get-to-know each other meeting would be appropriate.