Fees
Transparent Advice. Fee-Only Integrity.
As a Fee-Only Fiduciary, we have removed the hidden commissions and product-based incentives common at major banks. We are paid exclusively by our clients, ensuring our only loyalty is to you.
The "User-Pay" Approach
Traditional advisors are often incentivized to sell proprietary products that carry high internal costs. We operate on a conflict-free model. Our fees are based on the complexity of your situation and the assets we manage—not on the number of transactions we generate.
This approach allows us to act as your Personal CFO, providing objective oversight for your total net worth, including 401(k)s, real estate, and concentrated stock positions.
Institutional Benchmarks:
- ✅ Zero Commissions on any products.
- ✅ No Referral Fees from outside partners.
- ✅ Institutional Access to lower-cost funds.
- ✅ Unlimited Access to your fiduciary team.
Investment Management Fees
Tiered pricing designed to reward scale for HNW families and executives.
| Assets Managed | Annual Advisory Fee |
|---|---|
| $0 — $499,999 | 1.50% |
| $500,000 — $999,999 | 1.00% |
| $1,000,000 — $4,999,999 | 0.65% |
| $5,000,000 — $9,999,999 | 0.55% |
| $10,000,000 or more | 0.50% |
*For households with $250,000+ in managed assets, comprehensive financial planning is typically integrated at no additional cost. Fees are subject to the specific complexity of the engagement and may vary based on unique client requirements; all fee arrangements are documented and agreed upon in the Investment Advisory Agreement.
The Institutional Offset
Our fee often significantly offsets the high internal costs found in retail mutual funds. By utilizing Institutional Share Classes and security-level Tax-Loss Harvesting, we work to reduce the "hidden drag" on your portfolio—often saving clients more in internal costs than the advisory fee itself.
What is Covered:
- Annual Strategic Reviews
- SMA Portfolio Management
- Cash Flow & Tax Analysis
- Legacy & Estate Oversight
Private Strategic Consulting
For individuals requiring specific project oversight rather than ongoing management.
Retirement Audit
$750 - $1,125
Strategic Roadmap
$1,875 - $3,750
Consulting (Hourly)
$150/hr
Experience Total Transparency
Most investors are unaware of the hidden fees in their current portfolios. We offer a Fiduciary Fee Audit to identify "wealth leakage" and confirm if you are receiving the institutional pricing you deserve.
Ready to start the conversation?
Request your complimentary first appointment.
