Fees

 

UPDATE: As of 1/1/2017, we are not accepting new clients. Please check back in late 2017 to see if there are openings starting in 2018.

Unlike most other financial advisory firms, we charge an annual retainer for ongoing wealth management and comprehensive financial planning advice.  This fee structure, we believe, better aligns with the nature of wealth management services than alternative fee structures employed by other advisory firms.

 

WEALTH MANAGEMENT SERVICES


Clients pay a fee based upon the size of their investment assets and, hence, the degree of management required by their level of wealth.
 
The fees are based on the following tiered fee schedule:
 

Portfolio Value Annualized Fee
First $1,000,000 0.80%
$1,000,001 - $2,000,000 0.50%
$2,000,001 - $5,000,000 0.35%
Over $5,000,000 0.20%


There is a minimum $2,000 quarterly fee ($8,000 annually).
 
The fee Includes ongoing Management of customized Investment Portfolio,ongoing Financial Planning advice, preparation of 1040 Income Tax Returns and Investment Portfolio Performance Reporting.
 
The fee permits you to call, email or have a personal meeting at any time during the year, in addition to your scheduled appointments.  Our fee is a retainer for a comprehensive financial advisor relationship.  We consider ourselves "on call" for virtually any matter related to building and enjoying wealth.

 

HOURLY CONSULTATIONS

One-time or periodic financial advice may be obtained as my time permits.  Consultations are billed on a straight $250 per hour basis. 

Hourly financial consultations are no longer provided.

 

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