We charge a set fee based on the balance of all the accounts we advise and manage for you. The technical term for this is “fee-based” which means we charge a fee directly to you for the services we provide.
We don’t earn commissions from products or investments you use. We bill you in advance at the beginning of each quarter. We’ll send you an invoice detailing exactly what you pay. Here’s the breakdown of our fees based on your account balance.
Account Balance
Annual Fee Percentage
First $0 - $1,000,000
1.50%
Next $1,000,001 - $2,000,000
1.30%
Next $2,000,001 - $3,000,000
1.10%
Next $3,000,001 - $5,000,000
.90%
Next $5,000,001 - $10,000,000
.65%
Next $10,000,001 +
.40%
This fee includes all financial planning and investment management services including trading, rebalancing, and monitoring. Mutual fund and ETF expenses are in addition to this fee. We are very mindful of all fees and make every effort to keep them as low as possible.
*Fees are charged in advance at the beginning of each quarter.
Free Retirement Checkup™
Our free checkup will show you step-by-step how to reduce taxes, invest smarter, and optimize retirement income.
We want you to know exactly how we can help before you pay us a single dollar.
