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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 particular situation
- For further
details see link below to the Company Brochure
Wealth Management
Fees:
- 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
- The fee
schedule is as follows:
- First $1 million is billed at 0.25% per quarter
- The next $4 million is billed at 0.225% per quarter
- Amounts over $5 million are billed at 0.20% per quarter
For
a Brochure describing our Private Client Services:
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