Fee Structure & ADV

Fee Structure & ADV

Fee Structure

As Fee-Only advisors, we are paid only by our clients. This means we can be completely objective in making financial recommendations, and that you can be assured that we are looking out for your best interests. To facilitate on open relationship with our clients, our fee includes all the services we offer. The fee is based on the discretionary assets we manage for clients and is calculated as follows:

  • 1.00% annually on managed assets of less than $1 million, plus
  • 0.50% annually on managed assets of $1 million to $5 million, plus
  • 0.25% annually on managed assets of $5 million and more.

There also is a one-time fee for the development of an initial financial plan, typically $1,500.

Form ADV & Privacy Statement