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What We Do

Financial Planning

All planning and consulting services are based upon an hourly rate of $200, however, a fixed fee may also be agreed upon.

Fees are determined based upon the nature and complexity of each client’s unique situation.  A personalized quote is provided during your complimentary “get acquainted” meeting, which means all fees are agreed upon prior to entering into a contract for services.

 

Investment Management

 Assets Under Management

 Annual Investment Management Fee

 First $1 Million

 1.00%

 Next $1.5 Million

 .90%

 Next $2.5 Million

 .80%

 Next $5 Million

 .70%

 Next $10 Million

 .60%

 Over $20 Million

 .50%

Get Acquainted meeting

We offer a complimentary 45 minute “Get Acquainted” meeting. 

Contact Us