Fee Schedule
Achieve the best possible return on your investment with us.
Fee-Only, Fiduciary
Portfolio Management & Financial Planning
Our wealth management fee is charged as a percentage of assets under management and covers both financial planning and investment management, billed on a tiered schedule.
First $500K
1.20%
$500K to $1M
1.00%
$1M to $2.5M
0.80%
$2.5M+
0.65%
An Alternative Engagement
Hourly Financial Planning
Our hourly financial planning service specializes in retirement planning, offering expert guidance to help you achieve your financial goals. With a fee of $300 per hour and a minimum of 4 hours to start engagement, you can access personalized advice tailored to your unique circumstances without the commitment of a long-term financial planning relationship.
Topics we can assist with:
Retirement income strategies: develop a plan to ensure your retirement savings last throughout your lifetime.
Social Security decisions: maximize your Social Security benefits by making informed claiming decisions.
Determining appropriate tax strategies: minimize taxes in retirement through strategic planning such as the “Frank Duke Method,” 1031 exchanges, and Roth conversions.
Estate planning: ensure your assets are distributed according to your wishes and minimize estate taxes.
Investment recommendations: build a diversified investment portfolio aligned with your retirement goals.
Let's Achieve More, Together.
Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.