Working with Us 

There is no investment or net worth minimum for financial planning services. We are retained by clients through an annual agreement that covers a customized review of financial position, goals/needs, specific recommendations, and access to an online account aggregation dashboard. This engagement covers all meetings and phone calls. We price our financial planning services based on your situation and complexity, starting at $5,000 for the year.

We price our investment management services depending on the value of investable assets under our advisory. Our tiered pricing structure is below and is billed quarterly, directly from the account(s) we manage.

• First $2,000,000: 1.06%/year (0.27%/quarter)
• $2,000,000 - $5,000,000: 0.81%/year (0.20%/quarter)
• $5,000,000-$10,000,000: 0.52%/year (0.13%/quarter)
• Above $10,000,000: negotiable

Minimum annual engagement: $5,000