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Our Fees at a Glance

We’re a Fee-Only Firm

This means we are paid exclusively by our actual clients, accepting no commissions or sales incentives for the products or securities we recommend.

Tiered Fees:

  • 1.00% on your assets up to $500k
  • 0.85% on your assets between $500k and $2 MM
  • 0.60% on your assets between $2 MM and $4 MM
  • 0.50% on your assets above $4 MM

Your fees are less than 1% as soon as your portfolio exceeds $500,000. See effective annual rates on different portfolio sizes below.

Have a Question About What We Charge?

We’re happy to clarify for you.

Let’s Chat