Asset Management and Financial Planning services are included in our core service offering and not billed separately. This integrated billing model allows us to devote our attention to your planning and investment concerns holistically rather than be ‘on the clock’ when you call with important financial planning questions. Our fee schedule is as follows:
Assets Under Management Percentage of Assets
First $1,000,000 .85%
$1,000,001 to $2,000,000 .70%
$2,000,001 to $3,000,000 .55%
$3,000,001 and above .45%
Additional Account Establishment Fee (first year only): $400 per quarter.
Our services are best suited for clients with $500,000 or more in investable assets.