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Transparent Fee Structure

Family Portrait

Comprehensive Wealth Management

Financial Planning

  • $2,000 Setup Fee

  • $1,000-$1,500 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

* Ongoing quarterly fee is based on complexity and is reduced by the investment management fee.

Example: If your quarterly investment management fee is $500, a quarterly financial planning fee of $1,000 will be reduced to $500.

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