Investment Management Pricing

First $500,000 is 1% per year.

0.25% per year on the next $4,000,000

Assets over $4,500,000 is 0% per year, which effectively caps the investment management fee at a maximum of $15,000 per year for accounts equal to or exceeding this value.

Annual pricing is paid quarterly, in arrears, based on end of quarter account values. Amounts based upon “AUM” (Assets Under Management).


Fixed-Fee Financial Planning Pricing

Fixed fee financial planning ranges from $0 to $2,500, depending upon a variety of factors, including scope of work & whether or not the client has assets under management by the firm.