Our ongoing service model is a one-time upfront $1,500 fee + fixed annual fee, paid monthly or quarterly.
The fixed annual fee is based on the complexity of your situation and includes up to $750,000 of investment management.
The minimum fee starts at $4,800 for individuals and $6,300 for couples with the option to pay monthly ($400/$525) or quarterly ($1,200/$1,575). During our initial call, we will present a price proposal that fits your household.
The fee is reviewed every 12 months and is adjusted if your financial situation has changed. We don’t like surprises and will review this with you in advance.
*One-time engagements may be available upon request. Pricing starts at $3,500 for a single person and $5,000 for a couple.