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PRICING
WE BELIEVE IN PRICING TRANSPARENCY
FINANCIAL PLANNINGREDUCE TAXES · INVEST SMARTER · OPTIMIZE INCOME
| ASSET MANAGEMENTENHANCED CAPABILITIES TO MEET YOUR FINANCIAL GOALS
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.