Flat Fee Investment Management and Financial Planning
Trusted Advice. Unbiased Expertise. Simple Pricing.
As a flat fee, fiduciary and fee-only financial advisor, our compensation comes directly - and only - from our clients; never from product sales or commissisons, referral fees, or mutual fund companies.
Assets Managed
Up to $2,000,000
$2,000,001 to $3,500,000
$3,500,001 to $5,000,000
Over $5MM
Annual Fee
$8200
.40% (40 basis points)
.36% (36 basis points)
.32% (32 basis points)
Fees Paid Quarterly
$2050
.1% (10 basis points)
.09% (9 basis points)
.08% (8 basis points)
Fees May be Paid Via ACH or Managed Assets
- Portfolio Management Services
- Ongoing Comprehensive Financial Planning
- Financial Summary and Action Plan
- Tax Strategies and Modeling
- Semi-Annual Meetings