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

 

ASSET MANAGEMENT PRICING

We use a tiered blended fee structure where different asset levels are assessed their own specific fee rates.

First $500,000

Next $500,000

Next $4,000,000

Over $5,000,000

1.15%

1.00%

0.90%

0.75%

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