Fee-Only Pricing
We are a fee-only financial planning firm. This means that our only compensation comes directly from our clients, who pay a flat annual fee based on their net worth. You can find our fee schedule below.
Fee Schedule
NET WORTH
ANNUAL FEE
$0 – $1,000,000
0.60% *
$1,000,001 – $2,000,000
0.50%
$2,000,001 – $4,000,000
0.40%
$4,000,001 – $6,000,000
0.35%
$6,000,001 – $8,000,000
0.30%
$8,000,001 – $12,000,000
0.25%
> $12,000,001
0.20%
* Minimum annual fee of $3,600
We believe strongly in a transparent, fee-only approach to billing clients for our services. Click here to learn why we believe a net worth-based fixed fee is the most fair way to pay your planner.
