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
Setup fees starting at $750.
After the 1st year, your fee will be adjusted and usually goes down.
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
Retirement Focus is included at no additional cost for accounts over $500,000. AUM = Assets under management; This is an annualized asset‐based fee.
Financial Planning Pricing
Special Project Financial Planning
Asset Management Pricing
We use a tiered 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
Over $5,000,000
0.75%
0.50%
0.35%
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
Over $5,000,000
1.15%
1.00%
0.75%