Our Financial Planning Fees:

• Financial Planning fees begin at $1,500 and typically run $1,500 to $3,000 depending on the scope of analysis and the complexity of your situation
• For further details see link below to Company Brochure 

Wealth Management Fees:

• Wealth Management services are 1% of assets under management billed at the rate of 0.25% per quarter for the first one million.  Lower rates are available for clients with over one million of investable assets
• We have no minimum for managed investments, but our minimum fee of $2,000 per year, billed at $500 per quarter, typically makes sense beginning at $150K to $200K of managed assets

For a Brochure describing our Private Client Services: