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%