Transparent Fee Structure

Two distinct client categories

Family Portrait

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.

Financial Planning

  • $1,500 Setup Fee

  • $750 Quarterly Fee*

Investment Management

(Yearly Fees)

  • 1% of  Investable Assets

* 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.

Financial Planning

  • $1,500 Setup Fee

  • $0  Quarterly Fee 

Investment Management

(Yearly Fees)

  • 1% of  Investable Assets up to $2,000,000

  • 0.75% of  Investable Assets between $2,000,001 and $5,000,000

  • 0.5% of  Investable above $5,000,001

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