Fees

Our industry comes under a lot of scrutiny for hidden or misleading fees.  We believe in full disclosure of our fees and the fees clients face in the financial industry.

Flat Fee Financial Planning

(individuals and small businesses)

$1500

$2000

$2500

$3000+

Special Starter Plan  $750

*Fees are determined after initial consultation and are based on complexity
 

View our Form ADV Part II

Asset Management Fees

(based on total assets managed)

<$150k = 1.5%

$150k – $500k = 1.25%

$500k-$1 mil = 1%

$1mil  = .75%

$2.5mil = .5%

 

*We may charge less for a portfolio made up of mostly bonds
 

 Socially Responsible “Green" Investing
 Asset Management Fees

 < $150K = 1.25%

 $150k – $500k = 1%

 $500k-$1 mil = .75%

 $1mil + = .5%

 

 

 *We may charge less for socially responsible investing
 due to the limited options in the marketplace

 

> learn more about Green Investing