Our mission is to create and implement our roadmap designed to support your long-term financial goals and overall financial well-being. Our clients come from all walks of life, and our commitment is to provide everyone with the same personalized attention. Above all else, we value the relationships that we build.
“Getting started organizing and planning your financial future”
Meetings: Annual Review & Quarterly Check-in Calls
Investment & Goal Planning
Initial Plan/Setup: $2,500+
Ongoing Planning: $1,000+
“Comprehensive approach to fully evaluate and analyze your financial progress”
Meetings: Semi-Annual Review & Quarterly Check-in Calls
Comprehensive Financial Planning
Initial Plan/Setup: $5,000+
Ongoing Planning: $2,000+
“Take complete control of your financial picture and build your legacy”
Meetings: As-Needed Reviews & Quarterly Check-in Calls
Complex Financial Planning
Initial Plan/Setup: $10,000+
Ongoing Planning: $4,000+
After your financial plan is delivered, continue to engage with us to monitor, update, and implement your financial plan for a reduced on-going annual fee with options to pay either monthly, quarterly, or semi-annually.
Account Value | Financial Planning Bundle Fee Discount | Investment Management Only |
$50,000 – $199,999 | 1.10% | 1.25% |
$200,000 – $499,999 | 1.00% | 1.15% |
$500,000 – $999,999 | 0.90% | 1.10% |
$1,000,000 – $2,499,999 | 0.80% | 1.00% |
$2,500,000 – $4,999,999 | 0.70% | 0.90% |
$5,000,000+ | Negotiable | Negotiable |
