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Services & Pricing

Investment Management Only Fee Schedule

Account Value

% AUM Fee

$0 – $249,999

1.25%

$250,000 – $499,999

1.15%

$500,000 – $999,999

1%

$1.000,000 – $1,999,999

.9%

$2,000,000 +

.8%

Core Financial Planning

  • $2,000 initial plan for 6-month commitment
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Comprehensive Financial Planning

  • $3,000 initial plan for 12-month commitment
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Advanced Financial Planning

  • $5,000 initial plan for 18-month commitment
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