Standard Annual Fee Schedule
| Market Value of Portfolio |
% of Assets |
| $0-$500,000 |
1.00% |
| $500,001-$1,000,000 |
0.875% |
| $1,000,001-$1,500,000 |
0.825% |
| $1,500,001-$2,000,000 |
0.75% |
| $2,000,001-$2,500,000 |
0.65% |
| $2,500,001-$3,000,000 |
0.55% |
| $3,000,001 and up |
0.50% |
- With some exceptions, our minimum annual retainer for new clients is $17,500 which translates into a minimum account size of $2,000,000.
Tax Deductible
- Our fees are often tax deductible or at least partially tax deductible.
New Client Intake Process
- Complimentary Interview
- $500 Written Assessment – we summarize potential planning opportunities, investment opportunities and potential savings such as reduced investment management fees, lower taxes, lower insurance costs, etc., etc.
- Informed Decision – our assessment helps you make an informed decision to retain our services.
Learn more about our approach and advisory team.
