Transparent Fee Structure
Two distinct client categories
Emerging Wealth Group
Emerging wealth clients are high earners who still haven't had the time to accumulate $300,000 in investable assets but have complex financial situations that need attention, or need help to get on track and build their portfolios.
* Ongoing quarterly fee is reduced by the investment management fee.
Example: If your quarterly investment management fee is $500, the quarterly financial planning fee will be reduced to $250.
Private Wealth Group
Private wealth clients are more established individuals with at least $300,000 in investable assets who have complex financial situations and are looking to delegate their investments.
Investment Management
(Yearly Fees)
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1% of Investable Assets up to $2,000,000
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0.75% of Investable Assets between $2,000,001 and $5,000,000
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0.5% of Investable above $5,000,001