PRICING

WE BELIEVE IN PRICING TRANSPARENCY

FINANCIAL PLANNING

REDUCE TAXES · INVEST SMARTER · OPTIMIZE INCOME

  • Retirement Planning

  • Investment Reviews

  • Tax Planning

  • Insurance Analysis

  • College Planning

  • Mobile App

  • CPA/CFP® On-Demand

ASSET MANAGEMENT

ENHANCED CAPABILITIES TO MEET YOUR FINANCIAL GOALS

  • Goal-Driven Asset Allocation

  • True Global Diversification

  • Independent Thinking

  • End-of-Year Tax Harvesting

  • Research Driven

  • Tax Intelligent Portfolios

  • Educational Guidance

Core Planning is included at no additional cost for accounts over $1,000,000.

AUM = Assets under management; This is an annualized asset‐based fee.

Financial Planning Pricing

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Special Project Financial Planning

Asset Management Pricing

We use a tiered blended fee structure where different asset levels are assessed their own specific fee rates. Additionally, we operate two separate pricing schedules that are contingent upon your chosen investment strategy.

1. Passive Allocation Strategies (Index Investing)

A passive allocation strategy is a low-cost, long-term investment approach that aims to mirror market performance. It involves diversifying investments and maintaining a fixed allocation ratio over time with minimal buying and selling. The strategy relies on the belief that market returns will provide satisfactory growth, while minimizing expenses associated with active management.

First $2,000,000

Next $3,000,000

Next $5,000,000

Over $10,000,000

0.75%

0.50%

0.35%

0.25%

2. Core + Satellite Allocation Individual

Core + satellite allocation is an investment strategy that combines a "core" portfolio of low-cost, passive investments with smaller, more actively managed "satellite" positions. The core portion typically consists of broad market index funds or exchange-traded funds (ETFs) that provide diversified exposure to various asset classes. The satellite positions, on the other hand, are intended to enhance returns or provide targeted exposure through individual stocks, specialized funds, or alternative investments. This strategy aims to strike a balance between stability and potential outperformance by relying on the core for consistent returns and using satellites for additional opportunities.

First $2,000,000

Next $3,000,000

Next $5,000,000

Over $10,000,000

1.15%

1.00%

0.75%

Negotiable