facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Advisory Services

Fee Schedule

 


Services include:

  • Comprehensive financial plan creation and implementation
  • Semi-Annual plan review and update
  • Tax and income distribution strategies
  • Investment Policy Statement (IPS)
  • Dynamic portfolio allocation aligned to plan goals

Pricing Model

Program AssetsAnnual Advisory Fee (Tiered)
< $250,000
0.85%*
$250,001 - $500,000
0.75%
$500,001 - $1,000,000
0.60%
$1,000,001 - $3,000,000
0.50%
> $3,000,000
0.25%


Financial Expertise. With You Every Step of the Way.

*Minimum annual advisory fee of $2125

Check the background of this firm/advisor on FINRA’s BrokerCheck.