Fees

When you come to a fork in the road, take it.Yogi Berra

We are fee-based planners and are committed to providing stellar service for reasonable fees. We do not work on commission. Our annual investment advisory fees are based on the value of assets under management and are determined on a declining scale.

Our fee schedule is as follows:

  • Less than $1 million: 1.00%
  • $1,000,000 to $2,499,999: 0.80%
  • $2,500,000 to $4,999,999: 0.70%
  • $5,000,000 and above: 0.60%

Financial planning fees are often included in the annual investment advisory fee although they may be additional fees for large and complex plans, but that would only apply if agreed to in advance.