How We Charge

Our Fee Structure

Initial Financial Planning Engagement Fee

  • $1,000 for all new clients.

Minimum Investable Assets

  • $250,000
  • Note: If you have a 403(b) with TIAA CREF or Fidelity through your employer, you might be able to count this towards your minimum.

Clients with $250,000 - $400,000

  • $1,500 annual recurring financial planning fee.
  • 1.00% AUM fee on all investable assets.

Clients with $400,000 - $1,000,000

  • Initial $1,000 financial planning fee.
  • 1.00% AUM fee on all investable assets.
  • No additional planning fee.

Clients with over $1,000,000

  • Initial $1,000 financial planning fee.
  • 0.85% AUM fee on all investable assets.
  • No additional planning fee.

Project-Based Planning

  • Ranges between $1,500 and $4,000 depending on the scope of work.

Additional Information

  • Commission-Based Products: Occasionally used in lieu of fee-based products, ensuring alignment with your best interests and financial goals.