Our Fees
Life Goals Tracking and Investment Management
The firm’s Life Goals Tracking and Investment Management fee (which includes the cost of a Life Goals Plan) is an annual fee based on a percentage of the value of the funds we manage for you. A one-time setup charge may apply.
MARKET VALUE
RATE
$0 to $500,000
1.20%
$500,000 to $1,000,000
1.00%
$1,000,001 to $2,000,000
0.75%
$2,000,0001 and above
0.50%
Life Goals Planning
The fee for a Life Goals Plan is based on development time and billed at an hourly rate of $250. The number of hours can vary and depends on the complexity of our client’s personal financial situation.
General Consulting
General consulting is billed at an hourly rate of $250.
The firm’s form ADV Part 2A is available upon request for more detailed information regarding our fees.
