One simple and easy to understand fee structure.

We are “all-in” with you and we want you to be “all-in” with us.

Our fee schedule includes both investment management and financial planning services.  Our fee is based on a percentage of investable assets. Fees are billed quarterly in advance.  

Market Value of Portfolio

First $250,000
Next $1.75 million
Next $3 million
Amounts over $5 million

Annual IM & OFP Fee

Note: Minimum fee is $5,000 per year

The Investment Management above includes:

  • Analysis of current position
  • Initial and ongoing financial planning
  • Asset allocation study
  • Selection of investments
  • Performance measurement
  • Rebalancing
  • Tax loss harvesting
  • Periodic review meetings