Fee schedule

  
      Portfolio Size
      Annual Advisory Fee
    
      $0 – $2,999,999
      1%
    
      $3,000,000 – $4,999,999
      0.85%
    
      $5,000,000 – $9,999,999
      0.75%
    
      $10,000,000 – $19,999,999
      0.60%
    
      $20,000,000 +
      Negotiable
    
      Fee Type
      Fee
    
      Average Individual Planning Fee
      $4,500 First year / negotiable thereafter if needed
    
      Average Business Owner Planning Fee
      $7,500 First year / negotiable thereafter if needed
Fee schedule

Location

Contact
