Our Fees

This fee is based on the value of the assets we manage for you. This annual fee is billed quarterly and deducted from your account(s). The advisor fee puts the advisor and the client on the same side of the table. When your assets increase, we benefit from this increase as well. Conversely, when your account decreases, our revenue also decreases. The advisory fee will give our clients the most proactive service.

Occasionally, a commissioned product may be the best solution. Typically, this would be a life insurance policy or a 529 college savings plan.

For some clients, an advisory fee or commission product is not a good option we offer a fee-only option starting at $250/hour