Fees
Being fee-only means you’ll always have total clarity. We never accept commissions or hidden incentives—just a fair, transparent fee for the dedicated stewardship and value we provide you. *A planning fee will apply if managed assets are less than $300k.
| Assets Under Management | Annual Fee |
|---|---|
| $0 – $1,000,000 | 1.00% |
| $1,000,001 – $2,000,000 | 0.90% |
| $2,000,001 – $3,000,000 | 0.80% |
| $3,000,001 and Above | 0.70% |
