Why Fee Only?
Because aligning our interests is in your best interest.
We are in the business of helping, not selling.
That’s why we’re a fee-only, independent advisory firm. We want to offer you the unbiased financial advice we’d be comfortable taking ourselves. Our CERTIFIED FINANCIAL PLANNERS™ have taken a fiduciary oath to always act in your best interest. We believe this sentiment is best reflected using a fee-only pricing structure.
Because we aren’t swayed by commissions or bound to offering a certain suite of products, we base our advice and strategies solely on you and your needs. Our success as a firm ultimately stems from your success as our client.
Our fees are:
Assets Under Management
Up to $250k
$250k to $500k
$500k to $1M
$1M to $2M
$2M+
Advisor AUM Fee
1.35%
1.15%
0.95%
0.85%
0.65%
Administration Fee
0.25%
0.25%
0.25%
0.25%
0.25%
Total Cost
1.60%
1.40%
1.20%
1.10%
0.90%
Retainer Fee (annual): $1,500 to $5,000
Per-Financial Plan Fee: $1,000 to $5,000
Hourly Fee: 250
*Investment funds like Mutual funds and ETFs have an additional administrative fees.
*Some wealth management strategies may have a different administration cost.
The effective advisory fee percentage is pro-rated and charged quarterly, based on account value. In simple terms, if your account is up 10% in a year, you will experience a 9% net return assuming a 1% fee. Similarly, if your account is down 10% in a year, you will experience an 11% net drop in your account, assuming a 1% fee.
Here are some common questions: