pricing.
You work hard for your money, and it's our job to help you make the most of it.
How many other investment firms clearly post their pricing directly on their website?
Why do you think that is?
This might sound crazy, but we feel that you deserve to know how pricing works, and what you get in return.
investment management.
This annual pricing schedule applies to assets we directly manage with you:
1% of the first $1,000,000 of managed assets
0.75% between $1,000,000 and $2,999,999
0.50% between $3,000,000 and $4,999,999
0.35% for $5,000,000 and above
The above pricing also includes ongoing financial planning and oversight. For convenience purposes, this is divided quarterly and deducted from the investment account. You’ll see that amount clearly accounted for on your monthly statement.
Transparency matters.
financial planning.
Maybe you’re just getting started, or maybe you’re simply looking for a planning only relationship.
Either way, you deserve to have a choice.
We’re here for you.
This may consist of an ongoing rate payable either monthly or quarterly.
For clients paying monthly, the pricing can range from $125-$1,250 per month. For clients paying quarterly, that may range from $375-$3,750 per quarter.
Every family is unique, and pricing is based on the complexity and needs of the client and may be negotiable in certain cases.
You pay nothing until we have a clear picture of your needs and a plan of action designed for you and your family.
Trust means we have nothing to hide.
With the investment strategies we implement for you, we do not receive commissions, trailers, or kickbacks from any outside institution.
As a fully independent firm, our only loyalty is with you.
This is not a standard practice in the financial services industry.
We believe it should be.