Fees
Straightforward fees. No commissions.
We are fee-only fiduciaries. Our compensation comes from the families we serve, not products or transactions.
Investment management
Annual advisory fee, billed quarterly.
Most ongoing relationships start at $500,000 in managed assets.
- First $1 million
- 1.00%
- Next $2 million
- 0.75%
- Above $3 million
- 0.50%
Planning-only work
For families below $500,000, a planning-only engagement is available at a flat $4,500.
We will explain the fit before you are asked to decide.
Talk with an advisor