When it Comes to Your Wealth, Full Transparency Matters
We’re committed to providing straightforward pricing for you.
- You won’t find any hidden charges from us.
- We promise to give you a clear written breakdown of the fees that will be deducted from your accounts; in other words, there will be no surprises.
- We build lasting, meaningful relationships through open communication based on full disclosure. We know this is not possible when important information is withheld from our clients.
- Our wealth management approach is either paid for by assets under management or a flat annual fee. This depends entirely on your interest in portfolio management and the value we can add to your investing. These fees cover all our planning, investment guidance or management, and concierge services.
Our annual fee schedule is billed quarterly:
If you desire holistic tax efficient portfolio management:
1%
on the first $500,000
0.95%
on the amount over $500,000, but not greater than $1 million
0.90%
on the amount over $1 million, but not greater than $2.5 million
0.80%
on the amount over $2.5 million, but not greater than $5 million
0.70%
on the amount over $5 million
If you are not interested in portfolio management or don’t meet our asset under management minimum of $1,000,000
Flat Annual Fee of $10,000.
The above fees do not cover the transaction charges incurred when we buy or sell investments for you. We also avoid investments that charge upfront and deferred sales charges. Our custodian, Charles Schwab, has dramatically reduced transaction costs related to placing trades, so the impact on you should be negligible.
We purposely select investments that have lower expense ratios and other types of fees that are deducted from your account(s). Plus, we will minimize turnover whenever we can to reduce these expenses. We understand the cost that taxes can have, so we use the most tax-efficient investment vehicles possible.
Are you ready to experience what financial success looks like for you and your family?
Let us help you bridge the gap between the wealth you have and the wealth you know you deserve.
