top of page

Transparent Fee Structure

Family Portrait

Comprehensive Wealth Management

Investment Management

(Yearly Fees)

  • 1% of  Investable Assets up to $2,000,000

  • 0.75% of  Investable Assets between $2,000,001 and $5,000,000

  • 0.5% of  Investable above $5,000,001

Explore

*Fees are assessed and billed on a quarterly basis. Financial planning fees are reduced by any investment management fees incurred.

​

Example: If your quarterly investment management fee is $1,000, a quarterly financial planning fee of $1,800 will be reduced to $800.

Ready To Take The Next Step?

bottom of page