Ongoing Financial Planning
flat fee based on complexity
Upfront Charge
$1,250 - $2,500
Monthly Fee Range
$100 - $625
One-Time project
flat fee based on complexity
Range
$2,500 - $6,000
Investment Management
tiered, CApped fee schedule
$1 - $1,500,000: 0.5%
$1,500,001 - $3,000,000: 0.3%
$3,000,001 - $6,000,000: 0.2%
$6,000,000+: 0.0%
It never felt right to me that an asset manager’s fee should grow forever along with a client’s assets. So, I have designed this fee schedule to be commensurate with my fixed costs and to provide me with reasonable advisor compensation.
Pricing F.A.Q.
Why is there such a large upfront fee?
There is a tremendous amount of work at the beginning of the planning process. There are many hours of client conversations, data gathering, analysis, and plan construction.
Can I cancel at any time?
Yes, simply send me an email and let me know you'd like to end the relationship. No hard feelings!
Do I have to commit to paying for an entire year?
No, the fee is pro-rated and charged for work done the month prior. You may cancel at any time and will not be charged for the remainder of the year.
Do you have a minimum account size?
We do not have a minimum account size. Everyone has to start somewhere!
Can I choose either investment management or financial planning?
Yes. You can choose either/or, or both.
Are there discounts available?
Yes. For example, if someone needs both planning and investment management, the fees for one can subsidize the other.