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An Overview of Our Transparent Fees

Initial Engagements

Initial ConsultationFree
One-Time Risk AnalysisFree

Investment Management & Financial Planning

Investment Only1%
Investments & On-Going Financial Planning1.25%

(Percentages tier down as investment assets grow)

One-Time Financial Plan

For Investment Assets <$250,000$599
For Investment Assets >$250,000

(Half is due at the initiation of work, and half is due at completion. The last half is waived if investment accounts are opened with us.)


Insurance products and investment accounts under $5,000 may be commission-based, but will be discussed before purchase.

Have a Question About Our Fees?

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