Our Fee Philosophy
We’ve spent a ton of time thinking about how to structure our fees so they’re fair – to us and you. Tally them up, and we believe you’ll find our rates are highly competitive for the personalized level of service we provide.
Our fees also are:
Based on our fiduciary commitment to you. We prioritize what’s in your best interest.
Fully transparent. You know exactly what you’re paying for.
Flexible. Our tiered pricing reflects the levels of care typically required during the various stages in your financial journey.
Our two-part pricing reflects our double-duty approach to managing your financial well-being, pairing foundational planning with experienced investment management:
Financial Planning Fees:
Investment Management Fees:
By separating out our financial planning fees to address individual requirements, we can then lower our investment management rates across all portfolios:
**We do not charge fees on accounts held outside our custodian (Pershing, LLC). Examples are 401(k)s, 403(b)s, Pensions, Annuities, or any employer-based retirement accounts.